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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 | $116,806 | $102,422+14.0% | $147,117-20.6% | $80,959+44.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.12% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $6,208 | $3,717+67.0% | $4,932+25.9% | $2,757+125.2% |
| Participant deferral / active EE | $14,422 | $6,652+116.8% | $8,065+78.8% | $4,300+235.4% |
| Admin fee / account holder | $12,924 | $7,953+62.5% | $12,993-0.5% | $6,925+86.6% |