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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 | $247,728 | $107,421+130.6% | $182,262+35.9% | $94,015+163.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 13.67% | 21.32%-7.7pp | 140.60%-126.9pp | 17.84%-4.2pp |
| Employer contribution / active EE | $9,881 | $3,448+186.6% | $5,046+95.8% | $2,790+254.1% |
| Participant deferral / active EE | $13,194 | $6,558+101.2% | $8,276+59.4% | $4,249+210.5% |
| Admin fee / account holder | $42,913 | $8,692+393.7% | $16,712+156.8% | $8,951+379.4% |