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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 | $181,015 | $100,060+80.9% | $149,721+20.9% | $70,126+158.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.27% | 27.46%-7.2pp | 1501.67%-1481.4pp | 73.15%-52.9pp |
| Employer contribution / active EE | $10,826 | $3,661+195.7% | $5,444+98.9% | $2,343+362.2% |
| Participant deferral / active EE | $11,732 | $4,982+135.5% | $6,568+78.6% | $3,332+252.1% |
| Admin fee / account holder | $2,020 | $8,285-75.6% | $11,282-82.1% | $4,645-56.5% |