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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 | $204,625 | $63,346+223.0% | $92,240+121.8% | $70,126+191.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.96% | 530.19%-512.2pp | 176.29%-158.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $8,007 | $2,471+224.0% | $3,680+117.6% | $2,343+241.8% |
| Participant deferral / active EE | $10,067 | $2,854+252.8% | $3,897+158.3% | $3,332+202.1% |
| Admin fee / account holder | $10,860 | $3,841+182.8% | $5,194+109.1% | $4,645+133.8% |