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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 | $242,033 | $102,422+136.3% | $147,117+64.5% | $80,959+199.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.10% | 135.16%-123.1pp | 420.54%-408.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $15,514 | $3,717+317.3% | $4,932+214.5% | $2,757+462.7% |
| Participant deferral / active EE | $18,503 | $6,652+178.2% | $8,065+129.4% | $4,300+330.3% |
| Admin fee / account holder | $8,579 | $7,953+7.9% | $12,993-34.0% | $6,925+23.9% |