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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 | $214,727 | $102,385+109.7% | $147,080+46.0% | $80,935+165.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.73% | 135.09%-116.4pp | 420.17%-401.4pp | 35.66%-16.9pp |
| Employer contribution / active EE | $8,691 | $3,717+133.8% | $4,933+76.2% | $2,757+215.3% |
| Participant deferral / active EE | $9,983 | $6,651+50.1% | $8,066+23.8% | $4,299+132.2% |
| Admin fee / account holder | $14,291 | $7,951+79.7% | $12,989+10.0% | $6,924+106.4% |