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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 | $227,225 | $102,385+121.9% | $147,080+54.5% | $80,935+180.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.66% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $19,389 | $3,717+421.7% | $4,933+293.0% | $2,757+603.3% |
| Participant deferral / active EE | $12,532 | $6,651+88.4% | $8,066+55.4% | $4,299+191.5% |
| Admin fee / account holder | $13,859 | $7,951+74.3% | $12,989+6.7% | $6,924+100.1% |