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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 | $220,284 | $102,429+115.1% | $147,096+49.8% | $80,925+172.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.78% | 135.02%-116.2pp | 419.75%-401.0pp | 35.65%-16.9pp |
| Employer contribution / active EE | $30,910 | $3,716+731.9% | $4,936+526.2% | $2,756+1021.5% |
| Participant deferral / active EE | $20,916 | $6,649+214.6% | $8,071+159.2% | $4,299+386.6% |
| Admin fee / account holder | $418 | $7,957-94.7% | $13,005-96.8% | $6,940-94.0% |