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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 | $180,821 | $80,812+123.8% | $160,784+12.5% | $82,448+119.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 18.21% | 100.59%-82.4pp | 1803.92%-1785.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $8,544 | $2,174+293.0% | $3,733+128.9% | $2,551+234.9% |
| Participant deferral / active EE | $13,392 | $4,335+208.9% | $6,293+112.8% | $4,139+223.5% |
| Admin fee / account holder | $8,075 | $7,695+4.9% | $9,717-16.9% | $7,234+11.6% |