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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 | $117,813 | $102,382+15.1% | $147,005-19.9% | $80,874+45.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.17% | 134.89%-119.7pp | 418.76%-403.6pp | 35.62%-20.5pp |
| Employer contribution / active EE | $8,436 | $3,715+127.1% | $4,934+71.0% | $2,756+206.1% |
| Participant deferral / active EE | $5,892 | $6,646-11.3% | $8,070-27.0% | $4,297+37.1% |
| Admin fee / account holder | $85,754 | $7,942+979.7% | $13,006+559.3% | $6,935+1136.5% |