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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 | $203,299 | $102,422+98.5% | $147,117+38.2% | $80,959+151.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.91% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $5,004 | $3,717+34.6% | $4,932+1.4% | $2,757+81.5% |
| Participant deferral / active EE | $7,681 | $6,652+15.5% | $8,065-4.8% | $4,300+78.6% |
| Admin fee / account holder | $2,451 | $7,953-69.2% | $12,993-81.1% | $6,925-64.6% |