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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 | $206,602 | $88,203+134.2% | $165,100+25.1% | $74,478+177.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 15.24% | 17.13%-1.9pp | 70.21%-55.0pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $7,141 | $2,601+174.6% | $4,348+64.2% | $2,626+171.9% |
| Participant deferral / active EE | $9,698 | $4,505+115.3% | $6,035+60.7% | $4,350+122.9% |
| Admin fee / account holder | $10,950 | $2,235+389.9% | $12,696-13.7% | $1,946+462.7% |