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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 | $225,540 | $68,394+229.8% | $94,672+138.2% | $75,177+200.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 18.66% | 616.92%-598.3pp | 156.89%-138.2pp | 160.75%-142.1pp |
| Employer contribution / active EE | $8,351 | $2,701+209.2% | $3,673+127.3% | $2,671+212.6% |
| Participant deferral / active EE | $11,720 | $6,536+79.3% | $7,417+58.0% | $4,126+184.0% |
| Admin fee / account holder | $2,107 | $5,326-60.4% | $7,222-70.8% | $5,651-62.7% |