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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 | $201,439 | $102,382+96.8% | $147,005+37.0% | $80,874+149.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.56% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $6,329 | $3,715+70.4% | $4,934+28.3% | $2,756+129.7% |
| Participant deferral / active EE | $9,275 | $6,646+39.5% | $8,070+14.9% | $4,297+115.8% |
| Admin fee / account holder | $6,837 | $7,942-13.9% | $13,006-47.4% | $6,935-1.4% |