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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 | $205,722 | $102,422+100.9% | $147,117+39.8% | $80,959+154.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 20.75% | 135.16%-114.4pp | 420.54%-399.8pp | 35.67%-14.9pp |
| Employer contribution / active EE | $3,756 | $3,717+1.1% | $4,932-23.8% | $2,757+36.2% |
| Participant deferral / active EE | $6,855 | $6,652+3.1% | $8,065-15.0% | $4,300+59.4% |
| Admin fee / account holder | $11,821 | $7,953+48.6% | $12,993-9.0% | $6,925+70.7% |