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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 | $102,382+90.0% | $147,005+32.3% | $80,874+140.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.83% | 134.89%-122.1pp | 418.76%-405.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $4,363 | $3,715+17.5% | $4,934-11.6% | $2,756+58.3% |
| Participant deferral / active EE | $8,797 | $6,646+32.4% | $8,070+9.0% | $4,297+104.7% |
| Admin fee / account holder | $1,184 | $7,942-85.1% | $13,006-90.9% | $6,935-82.9% |