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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 | $221,736 | $102,429+116.5% | $147,096+50.7% | $80,925+174.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 29.55% | 135.02%-105.5pp | 419.75%-390.2pp | 35.65%-6.1pp |
| Employer contribution / active EE | $8,663 | $3,716+133.1% | $4,936+75.5% | $2,756+214.3% |
| Participant deferral / active EE | $12,438 | $6,649+87.1% | $8,071+54.1% | $4,299+189.4% |
| Admin fee / account holder | $1,479 | $7,957-81.4% | $13,005-88.6% | $6,940-78.7% |