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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 | $102,385+105.2% | $147,080+42.9% | $80,935+159.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.33% | 135.09%-118.8pp | 420.17%-403.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $11,875 | $3,717+219.5% | $4,933+140.7% | $2,757+330.8% |
| Participant deferral / active EE | $11,342 | $6,651+70.5% | $8,066+40.6% | $4,299+163.8% |
| Admin fee / account holder | $6,091 | $7,951-23.4% | $12,989-53.1% | $6,924-12.0% |