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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 | $216,607 | $137,414+57.6% | $189,537+14.3% | $85,847+152.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.09% | 38.14%-20.1pp | 555.34%-537.3pp | 318.61%-300.5pp |
| Employer contribution / active EE | $6,878 | $4,344+58.3% | $6,161+11.6% | $2,565+168.1% |
| Participant deferral / active EE | $11,279 | $6,260+80.2% | $8,220+37.2% | $3,952+185.4% |
| Admin fee / account holder | $1,390 | $8,630-83.9% | $12,048-88.5% | $6,261-77.8% |