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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 | $235,741 | $102,422+130.2% | $147,117+60.2% | $80,959+191.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.11% | 135.16%-118.0pp | 420.54%-403.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $6,327 | $3,717+70.2% | $4,932+28.3% | $2,757+129.5% |
| Participant deferral / active EE | $8,320 | $6,652+25.1% | $8,065+3.2% | $4,300+93.5% |
| Admin fee / account holder | $11,271 | $7,953+41.7% | $12,993-13.3% | $6,925+62.7% |