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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 | $248,579 | $102,422+142.7% | $147,117+69.0% | $80,959+207.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.34% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $18,119 | $3,717+387.4% | $4,932+267.3% | $2,757+557.1% |
| Participant deferral / active EE | $19,989 | $6,652+200.5% | $8,065+147.9% | $4,300+364.8% |
| Admin fee / account holder | $8,558 | $7,953+7.6% | $12,993-34.1% | $6,925+23.6% |