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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 | $96,236+50.4% | $133,698+8.3% | $80,959+78.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 12.96% | 28.74%-15.8pp | 580.90%-567.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $11,260 | $3,350+236.1% | $4,218+167.0% | $2,757+308.4% |
| Participant deferral / active EE | $18,318 | $5,709+220.9% | $7,016+161.1% | $4,300+326.0% |
| Admin fee / account holder | $19,575 | $8,250+137.3% | $6,703+192.0% | $6,925+182.7% |