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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 | $206,852 | $91,198+126.8% | $178,503+15.9% | $79,856+159.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.47% | 24.20%-9.7pp | 151.12%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $15,857 | $3,257+386.9% | $5,011+216.4% | $2,471+541.7% |
| Participant deferral / active EE | $9,538 | $3,237+194.7% | $5,202+83.3% | $3,741+155.0% |
| Admin fee / account holder | $20,688 | $6,748+206.6% | $13,987+47.9% | $5,306+289.9% |