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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 | $194,483 | $102,422+89.9% | $147,117+32.2% | $80,959+140.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.83% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $4,363 | $3,717+17.4% | $4,932-11.5% | $2,757+58.3% |
| Participant deferral / active EE | $8,797 | $6,652+32.2% | $8,065+9.1% | $4,300+104.6% |
| Admin fee / account holder | $1,184 | $7,953-85.1% | $12,993-90.9% | $6,925-82.9% |