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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 | $182,348 | $102,385+78.1% | $147,080+24.0% | $80,935+125.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.87% | 135.09%-116.2pp | 420.17%-401.3pp | 35.66%-16.8pp |
| Employer contribution / active EE | $6,225 | $3,717+67.5% | $4,933+26.2% | $2,757+125.8% |
| Participant deferral / active EE | $11,363 | $6,651+70.8% | $8,066+40.9% | $4,299+164.3% |
| Admin fee / account holder | $24,978 | $7,951+214.1% | $12,989+92.3% | $6,924+260.7% |