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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 | $105,564 | $102,422+3.1% | $147,117-28.2% | $80,959+30.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.62% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $6,352 | $3,717+70.9% | $4,932+28.8% | $2,757+130.4% |
| Participant deferral / active EE | $10,308 | $6,652+55.0% | $8,065+27.8% | $4,300+139.7% |
| Admin fee / account holder | $1,539 | $7,953-80.7% | $12,993-88.2% | $6,925-77.8% |