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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 | $182,283 | $102,429+78.0% | $147,096+23.9% | $80,925+125.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.30% | 135.02%-118.7pp | 419.75%-403.4pp | 35.65%-19.3pp |
| Employer contribution / active EE | $4,611 | $3,716+24.1% | $4,936-6.6% | $2,756+67.3% |
| Participant deferral / active EE | $17,742 | $6,649+166.8% | $8,071+119.8% | $4,299+312.7% |
| Admin fee / account holder | $4,355 | $7,957-45.3% | $13,005-66.5% | $6,940-37.3% |