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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 | $239,441 | $102,422+133.8% | $147,117+62.8% | $80,959+195.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 20.08% | 135.16%-115.1pp | 420.54%-400.5pp | 35.67%-15.6pp |
| Employer contribution / active EE | $28,738 | $3,717+673.1% | $4,932+482.6% | $2,757+942.3% |
| Participant deferral / active EE | $21,388 | $6,652+221.5% | $8,065+165.2% | $4,300+397.4% |
| Admin fee / account holder | $3,086 | $7,953-61.2% | $12,993-76.2% | $6,925-55.4% |