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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 | $245,478 | $105,200+133.3% | $159,474+53.9% | $85,847+185.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.38% | 45.08%-31.7pp | 263.68%-250.3pp | 318.61%-305.2pp |
| Employer contribution / active EE | $6,144 | $3,319+85.1% | $4,831+27.2% | $2,565+139.5% |
| Participant deferral / active EE | $7,772 | $5,946+30.7% | $7,353+5.7% | $3,952+96.6% |
| Admin fee / account holder | $25,811 | $6,934+272.2% | $10,802+138.9% | $6,261+312.3% |