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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 | $249,246 | $77,920+219.9% | $149,723+66.5% | $75,177+231.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.15% | 31.72%-12.6pp | 134.50%-115.3pp | 160.75%-141.6pp |
| Employer contribution / active EE | $19,238 | $3,138+513.0% | $4,821+299.0% | $2,671+620.2% |
| Participant deferral / active EE | $18,945 | $3,411+455.3% | $5,682+233.4% | $4,126+359.1% |
| Admin fee / account holder | $19,935 | $5,951+235.0% | $13,215+50.9% | $5,651+252.8% |