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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 | $102,385+56.4% | $147,080+8.9% | $80,935+97.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.98% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $9,487 | $3,717+155.2% | $4,933+92.3% | $2,757+244.1% |
| Participant deferral / active EE | $9,431 | $6,651+41.8% | $8,066+16.9% | $4,299+119.4% |
| Admin fee / account holder | $8,365 | $7,951+5.2% | $12,989-35.6% | $6,924+20.8% |