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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 | $102,393+68.0% | $147,041+17.0% | $80,911+112.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.89% | 134.95%-120.1pp | 419.21%-404.3pp | 35.63%-20.7pp |
| Employer contribution / active EE | $6,499 | $3,715+74.9% | $4,935+31.7% | $2,756+135.8% |
| Participant deferral / active EE | $13,301 | $6,647+100.1% | $8,071+64.8% | $4,297+209.5% |
| Admin fee / account holder | $39,377 | $7,943+395.7% | $13,006+202.8% | $6,935+467.8% |