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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 | $212,500 | $91,537+132.1% | $130,045+63.4% | $75,173+182.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.23% | -631.55%+649.8pp | -137.30%+155.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $11,172 | $2,845+292.7% | $4,321+158.5% | $2,671+318.3% |
| Participant deferral / active EE | $13,704 | $4,343+215.6% | $5,820+135.5% | $4,126+232.1% |
| Admin fee / account holder | $664 | $6,780-90.2% | $10,600-93.7% | $5,651-88.2% |