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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 | $194,931 | $91,537+113.0% | $130,045+49.9% | $75,173+159.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.75% | -631.55%+647.3pp | -137.30%+153.1pp | 160.72%-145.0pp |
| Employer contribution / active EE | $10,178 | $2,845+257.8% | $4,321+135.5% | $2,671+281.1% |
| Participant deferral / active EE | $7,833 | $4,343+80.4% | $5,820+34.6% | $4,126+89.8% |
| Admin fee / account holder | $4,348 | $6,780-35.9% | $10,600-59.0% | $5,651-23.1% |