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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 | $230,448 | $68,412+236.9% | $94,679+143.4% | $75,181+206.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 20.29% | 616.91%-596.6pp | 156.75%-136.5pp | 160.69%-140.4pp |
| Employer contribution / active EE | $15,760 | $2,701+483.5% | $3,673+329.1% | $2,671+490.2% |
| Participant deferral / active EE | $16,662 | $6,537+154.9% | $7,417+124.6% | $4,126+303.8% |
| Admin fee / account holder | $6,301 | $5,326+18.3% | $7,233-12.9% | $5,650+11.5% |