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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,265 | $77,920+203.2% | $149,723+57.8% | $75,177+214.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.39% | 31.72%-17.3pp | 134.50%-120.1pp | 160.75%-146.4pp |
| Employer contribution / active EE | $11,407 | $3,138+263.5% | $4,821+136.6% | $2,671+327.0% |
| Participant deferral / active EE | $9,805 | $3,411+187.4% | $5,682+72.6% | $4,126+137.6% |
| Admin fee / account holder | $46,736 | $5,951+685.4% | $13,215+253.7% | $5,651+727.0% |