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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 | $241,628 | $102,422+135.9% | $147,117+64.2% | $80,959+198.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.54% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $10,806 | $3,717+190.7% | $4,932+119.1% | $2,757+291.9% |
| Participant deferral / active EE | $10,883 | $6,652+63.6% | $8,065+34.9% | $4,300+153.1% |
| Admin fee / account holder | $1,725 | $7,953-78.3% | $12,993-86.7% | $6,925-75.1% |