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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 | $102,385+93.2% | $147,080+34.5% | $80,935+144.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.25% | 135.09%-121.8pp | 420.17%-406.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $4,579 | $3,717+23.2% | $4,933-7.2% | $2,757+66.1% |
| Participant deferral / active EE | $10,963 | $6,651+64.8% | $8,066+35.9% | $4,299+155.0% |
| Admin fee / account holder | $11,528 | $7,951+45.0% | $12,989-11.2% | $6,924+66.5% |