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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 | $184,051 | $102,382+79.8% | $147,005+25.2% | $80,874+127.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.17% | 134.89%-122.7pp | 418.76%-406.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $10,209 | $3,715+174.8% | $4,934+106.9% | $2,756+270.5% |
| Participant deferral / active EE | $9,292 | $6,646+39.8% | $8,070+15.1% | $4,297+116.2% |
| Admin fee / account holder | $68,456 | $7,942+761.9% | $13,006+426.3% | $6,935+887.1% |