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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 | $208,877 | $68,398+205.4% | $94,664+120.7% | $75,173+177.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 17.89% | 616.72%-598.8pp | 156.84%-139.0pp | 160.72%-142.8pp |
| Employer contribution / active EE | $7,977 | $2,701+195.3% | $3,673+117.2% | $2,671+198.6% |
| Participant deferral / active EE | $8,885 | $6,537+35.9% | $7,417+19.8% | $4,126+115.3% |
| Admin fee / account holder | $5,303 | $5,324-0.4% | $7,222-26.6% | $5,651-6.2% |