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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 | $219,624 | $102,429+114.4% | $147,096+49.3% | $80,925+171.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.91% | 135.02%-123.1pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $7,134 | $3,716+92.0% | $4,936+44.5% | $2,756+158.8% |
| Participant deferral / active EE | $6,327 | $6,649-4.8% | $8,071-21.6% | $4,299+47.2% |
| Admin fee / account holder | $38,584 | $7,957+384.9% | $13,005+196.7% | $6,940+456.0% |