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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 | $151,517 | $102,429+47.9% | $147,096+3.0% | $80,925+87.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.68% | 135.02%-120.3pp | 419.75%-405.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $3,095 | $3,716-16.7% | $4,936-37.3% | $2,756+12.3% |
| Participant deferral / active EE | $11,117 | $6,649+67.2% | $8,071+37.7% | $4,299+158.6% |
| Admin fee / account holder | $14,841 | $7,957+86.5% | $13,005+14.1% | $6,940+113.8% |