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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 | $176,912 | $102,385+72.8% | $147,080+20.3% | $80,935+118.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.96% | 135.09%-120.1pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $20,139 | $3,717+441.8% | $4,933+308.2% | $2,757+630.5% |
| Participant deferral / active EE | $15,682 | $6,651+135.8% | $8,066+94.4% | $4,299+264.7% |
| Admin fee / account holder | $23,893 | $7,951+200.5% | $12,989+84.0% | $6,924+245.1% |