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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 | $209,065 | $100,033+109.0% | $149,716+39.6% | $70,124+198.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.21% | 27.43%-9.2pp | 1501.67%-1483.5pp | 73.14%-54.9pp |
| Employer contribution / active EE | $9,187 | $3,661+150.9% | $5,444+68.7% | $2,342+292.2% |
| Participant deferral / active EE | $9,658 | $4,982+93.9% | $6,568+47.0% | $3,332+189.9% |
| Admin fee / account holder | $3,809 | $8,285-54.0% | $11,282-66.2% | $4,645-18.0% |