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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 | $246,403 | $77,638+217.4% | $156,551+57.4% | $62,881+291.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.59% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $10,266 | $3,444+198.1% | $5,501+86.6% | $2,281+350.1% |
| Participant deferral / active EE | $5,808 | $3,046+90.7% | $4,871+19.2% | $3,203+81.3% |
| Admin fee / account holder | $18,570 | $5,561+233.9% | $13,028+42.5% | $4,296+332.3% |