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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 | $190,214 | $102,429+85.7% | $147,096+29.3% | $80,925+135.1% |
| Participation rate | 97.9% | 75.9%+22.1pp | 82.2%+15.8pp | 67.7%+30.3pp |
| Annual return | 12.90% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $6,100 | $3,716+64.2% | $4,936+23.6% | $2,756+121.3% |
| Participant deferral / active EE | $10,436 | $6,649+57.0% | $8,071+29.3% | $4,299+142.8% |
| Admin fee / account holder | $1,983 | $7,957-75.1% | $13,005-84.8% | $6,940-71.4% |