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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 | $187,885 | $102,429+83.4% | $147,096+27.7% | $80,925+132.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.86% | 135.02%-118.2pp | 419.75%-402.9pp | 35.65%-18.8pp |
| Employer contribution / active EE | $10,503 | $3,716+182.7% | $4,936+112.8% | $2,756+281.0% |
| Participant deferral / active EE | $13,818 | $6,649+107.8% | $8,071+71.2% | $4,299+221.4% |
| Admin fee / account holder | $5,140 | $7,957-35.4% | $13,005-60.5% | $6,940-25.9% |