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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 | $144,769 | $96,137+50.6% | $135,987+6.5% | $80,911+78.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.6%+32.4pp |
| Annual return | 12.96% | 28.70%-15.7pp | 579.77%-566.8pp | 35.63%-22.7pp |
| Employer contribution / active EE | $11,260 | $3,350+236.1% | $4,214+167.2% | $2,756+308.6% |
| Participant deferral / active EE | $18,318 | $5,706+221.0% | $7,027+160.7% | $4,297+326.3% |
| Admin fee / account holder | $19,575 | $8,236+137.7% | $6,716+191.5% | $6,935+182.3% |