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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 | $102,429+96.7% | $147,096+36.9% | $80,925+148.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.56% | 135.02%-121.5pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $6,329 | $3,716+70.3% | $4,936+28.2% | $2,756+129.6% |
| Participant deferral / active EE | $9,275 | $6,649+39.5% | $8,071+14.9% | $4,299+115.8% |
| Admin fee / account holder | $6,837 | $7,957-14.1% | $13,005-47.4% | $6,940-1.5% |