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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 | $102,382+56.4% | $147,005+8.9% | $80,874+98.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.98% | 134.89%-120.9pp | 418.76%-404.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $9,487 | $3,715+155.4% | $4,934+92.3% | $2,756+244.3% |
| Participant deferral / active EE | $9,431 | $6,646+41.9% | $8,070+16.9% | $4,297+119.5% |
| Admin fee / account holder | $8,365 | $7,942+5.3% | $13,006-35.7% | $6,935+20.6% |