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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 | $209,914 | $102,429+104.9% | $147,096+42.7% | $80,925+159.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.81% | 135.02%-121.2pp | 419.75%-405.9pp | 35.65%-21.8pp |
| Employer contribution / active EE | $13,624 | $3,716+266.7% | $4,936+176.0% | $2,756+394.3% |
| Participant deferral / active EE | $11,007 | $6,649+65.6% | $8,071+36.4% | $4,299+156.1% |
| Admin fee / account holder | $8,299 | $7,957+4.3% | $13,005-36.2% | $6,940+19.6% |