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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 | $160,124 | $102,429+56.3% | $147,096+8.9% | $80,925+97.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.98% | 135.02%-121.0pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $9,487 | $3,716+155.3% | $4,936+92.2% | $2,756+244.2% |
| Participant deferral / active EE | $9,431 | $6,649+41.9% | $8,071+16.9% | $4,299+119.4% |
| Admin fee / account holder | $8,365 | $7,957+5.1% | $13,005-35.7% | $6,940+20.5% |