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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 | $242,857 | $102,382+137.2% | $147,005+65.2% | $80,874+200.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.08% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $13,097 | $3,715+252.6% | $4,934+165.4% | $2,756+375.3% |
| Participant deferral / active EE | $13,439 | $6,646+102.2% | $8,070+66.5% | $4,297+212.8% |
| Admin fee / account holder | $2,619 | $7,942-67.0% | $13,006-79.9% | $6,935-62.2% |