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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 | $172,047 | $102,429+68.0% | $147,096+17.0% | $80,925+112.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.89% | 135.02%-120.1pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $6,499 | $3,716+74.9% | $4,936+31.7% | $2,756+135.8% |
| Participant deferral / active EE | $13,301 | $6,649+100.1% | $8,071+64.8% | $4,299+209.4% |
| Admin fee / account holder | $39,377 | $7,957+394.9% | $13,005+202.8% | $6,940+467.4% |