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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 | $199,470 | $102,422+94.8% | $147,117+35.6% | $80,959+146.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.23% | 135.16%-118.9pp | 420.54%-404.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $5,017 | $3,717+34.9% | $4,932+1.7% | $2,757+81.9% |
| Participant deferral / active EE | $11,169 | $6,652+67.9% | $8,065+38.5% | $4,300+159.7% |
| Admin fee / account holder | $5,219 | $7,953-34.4% | $12,993-59.8% | $6,925-24.6% |