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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 | $210,502 | $91,179+130.9% | $178,499+17.9% | $79,852+163.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.69% | 24.19%-4.5pp | 151.10%-131.4pp | 31.72%-12.0pp |
| Employer contribution / active EE | $10,409 | $3,256+219.7% | $5,011+107.7% | $2,471+321.2% |
| Participant deferral / active EE | $6,907 | $3,236+113.5% | $5,202+32.8% | $3,740+84.7% |
| Admin fee / account holder | $15,904 | $6,749+135.7% | $13,986+13.7% | $5,306+199.7% |