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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 | $134,832 | $98,776+36.5% | $149,745-10.0% | $79,856+68.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.70% | 27.38%-7.7pp | 276.72%-257.0pp | 31.71%-12.0pp |
| Employer contribution / active EE | $11,292 | $3,217+251.0% | $4,646+143.1% | $2,471+356.9% |
| Participant deferral / active EE | $13,891 | $5,681+144.5% | $6,843+103.0% | $3,741+271.4% |
| Admin fee / account holder | $18,973 | $6,053+213.5% | $9,312+103.8% | $5,306+257.5% |