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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 | $200,285 | $102,422+95.5% | $147,117+36.1% | $80,959+147.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.08% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $4,478 | $3,717+20.5% | $4,932-9.2% | $2,757+62.4% |
| Participant deferral / active EE | $11,390 | $6,652+71.2% | $8,065+41.2% | $4,300+164.9% |
| Admin fee / account holder | $19,020 | $7,953+139.1% | $12,993+46.4% | $6,925+174.6% |