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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 | $152,628 | $60,128+153.8% | $90,440+68.8% | $79,852+91.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.59% | 71.95%-56.4pp | 1294.38%-1278.8pp | 31.72%-16.1pp |
| Employer contribution / active EE | $9,345 | $2,068+351.8% | $3,263+186.4% | $2,471+278.2% |
| Participant deferral / active EE | $10,553 | $2,939+259.1% | $3,964+166.2% | $3,740+182.1% |
| Admin fee / account holder | $9,591 | $3,977+141.1% | $5,615+70.8% | $5,306+80.8% |