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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 | $102,422+116.5% | $147,117+50.7% | $80,959+173.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 29.55% | 135.16%-105.6pp | 420.54%-391.0pp | 35.67%-6.1pp |
| Employer contribution / active EE | $8,663 | $3,717+133.0% | $4,932+75.6% | $2,757+214.2% |
| Participant deferral / active EE | $12,438 | $6,652+87.0% | $8,065+54.2% | $4,300+189.2% |
| Admin fee / account holder | $1,479 | $7,953-81.4% | $12,993-88.6% | $6,925-78.6% |