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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 | $217,707 | $102,429+112.5% | $147,096+48.0% | $80,925+169.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.41% | 135.02%-115.6pp | 419.75%-400.3pp | 35.65%-16.2pp |
| Employer contribution / active EE | $20,021 | $3,716+438.8% | $4,936+305.6% | $2,756+626.4% |
| Participant deferral / active EE | $15,135 | $6,649+127.6% | $8,071+87.5% | $4,299+252.1% |
| Admin fee / account holder | $1,192 | $7,957-85.0% | $13,005-90.8% | $6,940-82.8% |