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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 | $191,343 | $100,060+91.2% | $149,721+27.8% | $70,126+172.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.01% | 27.46%-14.5pp | 1501.67%-1488.7pp | 73.15%-60.1pp |
| Employer contribution / active EE | $5,993 | $3,661+63.7% | $5,444+10.1% | $2,343+155.8% |
| Participant deferral / active EE | $5,199 | $4,982+4.4% | $6,568-20.8% | $3,332+56.0% |
| Admin fee / account holder | $8,819 | $8,285+6.4% | $11,282-21.8% | $4,645+89.8% |