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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 | $197,845 | $102,429+93.2% | $147,096+34.5% | $80,925+144.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.25% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $4,579 | $3,716+23.2% | $4,936-7.2% | $2,756+66.1% |
| Participant deferral / active EE | $10,963 | $6,649+64.9% | $8,071+35.8% | $4,299+155.0% |
| Admin fee / account holder | $11,528 | $7,957+44.9% | $13,005-11.4% | $6,940+66.1% |