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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 | $206,506 | $102,385+101.7% | $147,080+40.4% | $80,935+155.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.30% | 135.09%-118.8pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $11,118 | $3,717+199.1% | $4,933+125.4% | $2,757+303.3% |
| Participant deferral / active EE | $16,659 | $6,651+150.5% | $8,066+106.5% | $4,299+287.5% |
| Admin fee / account holder | $1,482 | $7,951-81.4% | $12,989-88.6% | $6,924-78.6% |