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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 | $211,006 | $102,393+106.1% | $147,041+43.5% | $80,911+160.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.25% | 134.95%-121.7pp | 419.21%-406.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $4,442 | $3,715+19.6% | $4,935-10.0% | $2,756+61.2% |
| Participant deferral / active EE | $13,393 | $6,647+101.5% | $8,071+65.9% | $4,297+211.7% |
| Admin fee / account holder | $2,700 | $7,943-66.0% | $13,006-79.2% | $6,935-61.1% |