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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 | $165,867 | $102,382+62.0% | $147,005+12.8% | $80,874+105.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.94% | 134.89%-122.0pp | 418.76%-405.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $5,769 | $3,715+55.3% | $4,934+16.9% | $2,756+109.4% |
| Participant deferral / active EE | $7,805 | $6,646+17.4% | $8,070-3.3% | $4,297+81.6% |
| Admin fee / account holder | $1,979 | $7,942-75.1% | $13,006-84.8% | $6,935-71.5% |