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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 | $185,099 | $102,382+80.8% | $147,005+25.9% | $80,874+128.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.73% | 134.89%-121.2pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $6,007 | $3,715+61.7% | $4,934+21.7% | $2,756+118.0% |
| Participant deferral / active EE | $11,001 | $6,646+65.5% | $8,070+36.3% | $4,297+156.0% |
| Admin fee / account holder | $2,660 | $7,942-66.5% | $13,006-79.5% | $6,935-61.6% |