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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 | $152,228 | $102,422+48.6% | $147,117+3.5% | $80,959+88.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.69% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $7,682 | $3,717+106.7% | $4,932+55.7% | $2,757+178.6% |
| Participant deferral / active EE | $8,972 | $6,652+34.9% | $8,065+11.3% | $4,300+108.6% |
| Admin fee / account holder | $34,107 | $7,953+328.8% | $12,993+162.5% | $6,925+392.5% |