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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 | $213,622 | $103,038+107.3% | $90,324+136.5% | $152,909+39.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.94% | 95.25%-76.3pp | 78.15%-59.2pp | 345.46%-326.5pp |
| Employer contribution / active EE | $12,808 | $3,141+307.8% | $2,856+348.5% | $4,764+168.9% |
| Participant deferral / active EE | $13,107 | $4,282+206.1% | $3,885+237.3% | $5,851+124.0% |
| Admin fee / account holder | $12,018 | $6,177+94.6% | $5,356+124.4% | $11,601+3.6% |