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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 | $244,811 | $102,422+139.0% | $147,117+66.4% | $80,959+202.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.81% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $12,886 | $3,717+246.6% | $4,932+161.2% | $2,757+367.4% |
| Participant deferral / active EE | $11,040 | $6,652+66.0% | $8,065+36.9% | $4,300+156.7% |
| Admin fee / account holder | $14,163 | $7,953+78.1% | $12,993+9.0% | $6,925+104.5% |