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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 | $242,046 | $89,367+170.8% | $141,191+71.4% | $72,975+231.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.02% | 111.87%-89.9pp | 71.41%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $9,976 | $3,115+220.3% | $4,736+110.7% | $2,440+308.9% |
| Participant deferral / active EE | $11,807 | $5,419+117.9% | $6,710+76.0% | $3,608+227.3% |
| Admin fee / account holder | $19,428 | $5,957+226.2% | $10,264+89.3% | $5,124+279.2% |