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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 | $204,404 | $77,638+163.3% | $156,551+30.6% | $62,881+225.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.76% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $13,964 | $3,444+305.5% | $5,501+153.8% | $2,281+512.2% |
| Participant deferral / active EE | $2,018 | $3,046-33.8% | $4,871-58.6% | $3,203-37.0% |
| Admin fee / account holder | $49,870 | $5,561+796.7% | $13,028+282.8% | $4,296+1060.9% |