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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 | $102,422+96.7% | $147,117+36.9% | $80,959+148.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.56% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $6,329 | $3,717+70.2% | $4,932+28.3% | $2,757+129.5% |
| Participant deferral / active EE | $9,275 | $6,652+39.4% | $8,065+15.0% | $4,300+115.7% |
| Admin fee / account holder | $6,837 | $7,953-14.0% | $12,993-47.4% | $6,925-1.3% |