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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 | $230,993 | $102,385+125.6% | $147,080+57.1% | $80,935+185.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.12% | 135.09%-119.0pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $13,045 | $3,717+251.0% | $4,933+164.4% | $2,757+373.2% |
| Participant deferral / active EE | $11,939 | $6,651+79.5% | $8,066+48.0% | $4,299+177.7% |
| Admin fee / account holder | $10,709 | $7,951+34.7% | $12,989-17.6% | $6,924+54.7% |