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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 | $210,119 | $102,382+105.2% | $147,005+42.9% | $80,874+159.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.33% | 134.89%-118.6pp | 418.76%-402.4pp | 35.62%-19.3pp |
| Employer contribution / active EE | $11,875 | $3,715+219.7% | $4,934+140.7% | $2,756+331.0% |
| Participant deferral / active EE | $11,342 | $6,646+70.7% | $8,070+40.6% | $4,297+164.0% |
| Admin fee / account holder | $6,091 | $7,942-23.3% | $13,006-53.2% | $6,935-12.2% |