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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 | $200,716 | $89,370+124.6% | $141,197+42.2% | $72,976+175.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.33% | 111.88%-89.5pp | 71.41%-49.1pp | 81.02%-58.7pp |
| Employer contribution / active EE | $8,610 | $3,115+176.4% | $4,736+81.8% | $2,440+252.9% |
| Participant deferral / active EE | $6,560 | $5,419+21.1% | $6,710-2.2% | $3,608+81.8% |
| Admin fee / account holder | $42,663 | $5,957+616.2% | $10,265+315.6% | $5,124+732.6% |