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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 | $209,501 | $102,422+104.5% | $147,117+42.4% | $80,959+158.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.49% | 135.16%-118.7pp | 420.54%-404.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $5,868 | $3,717+57.9% | $4,932+19.0% | $2,757+112.8% |
| Participant deferral / active EE | $11,817 | $6,652+77.6% | $8,065+46.5% | $4,300+174.8% |
| Admin fee / account holder | $31,750 | $7,953+299.2% | $12,993+144.4% | $6,925+358.5% |