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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 | $188,951 | $89,370+111.4% | $141,197+33.8% | $72,976+158.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.76% | 111.88%-90.1pp | 71.41%-49.6pp | 81.02%-59.3pp |
| Employer contribution / active EE | $17,764 | $3,115+470.3% | $4,736+275.1% | $2,440+628.0% |
| Participant deferral / active EE | $15,203 | $5,419+180.6% | $6,710+126.6% | $3,608+321.4% |
| Admin fee / account holder | $27,981 | $5,957+369.7% | $10,265+172.6% | $5,124+446.1% |