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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 | $207,077 | $102,429+102.2% | $147,096+40.8% | $80,925+155.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.92% | 135.02%-121.1pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $8,396 | $3,716+126.0% | $4,936+70.1% | $2,756+204.6% |
| Participant deferral / active EE | $15,323 | $6,649+130.5% | $8,071+89.8% | $4,299+256.5% |
| Admin fee / account holder | $15,027 | $7,957+88.9% | $13,005+15.5% | $6,940+116.5% |