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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 | $124,290 | $102,385+21.4% | $147,080-15.5% | $80,935+53.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.88% | 135.09%-121.2pp | 420.17%-406.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,817 | $3,717-51.1% | $4,933-63.2% | $2,757-34.1% |
| Participant deferral / active EE | $8,711 | $6,651+31.0% | $8,066+8.0% | $4,299+102.6% |
| Admin fee / account holder | $21,626 | $7,951+172.0% | $12,989+66.5% | $6,924+212.3% |