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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 | $218,586 | $102,385+113.5% | $147,080+48.6% | $80,935+170.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.58% | 135.09%-119.5pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $9,818 | $3,717+164.1% | $4,933+99.0% | $2,757+256.1% |
| Participant deferral / active EE | $14,297 | $6,651+115.0% | $8,066+77.2% | $4,299+232.5% |
| Admin fee / account holder | $1,501 | $7,951-81.1% | $12,989-88.4% | $6,924-78.3% |