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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 | $215,477 | $102,429+110.4% | $147,096+46.5% | $80,925+166.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 28.39% | 135.02%-106.6pp | 419.75%-391.4pp | 35.65%-7.3pp |
| Employer contribution / active EE | $15,330 | $3,716+312.6% | $4,936+210.6% | $2,756+456.2% |
| Participant deferral / active EE | $9,522 | $6,649+43.2% | $8,071+18.0% | $4,299+121.5% |
| Admin fee / account holder | $7,621 | $7,957-4.2% | $13,005-41.4% | $6,940+9.8% |