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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 | $223,036 | $60,139+270.9% | $90,461+146.6% | $79,856+179.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.43% | 71.96%-53.5pp | 1294.76%-1276.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $11,017 | $2,069+432.5% | $3,264+237.5% | $2,471+345.8% |
| Participant deferral / active EE | $3,335 | $2,939+13.5% | $3,964-15.9% | $3,741-10.9% |
| Admin fee / account holder | $6,581 | $3,978+65.4% | $5,617+17.2% | $5,306+24.0% |