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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 | $205,705 | $77,638+165.0% | $156,551+31.4% | $62,881+227.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.72% | 50.33%-39.6pp | 32.23%-21.5pp | 20.14%-9.4pp |
| Employer contribution / active EE | $10,792 | $3,444+213.4% | $5,501+96.2% | $2,281+373.2% |
| Participant deferral / active EE | $3,058 | $3,046+0.4% | $4,871-37.2% | $3,203-4.5% |
| Admin fee / account holder | $35,482 | $5,561+538.0% | $13,028+172.4% | $4,296+726.0% |