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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 | $157,930 | $102,422+54.2% | $147,117+7.4% | $80,959+95.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.01% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $9,483 | $3,717+155.1% | $4,932+92.3% | $2,757+243.9% |
| Participant deferral / active EE | $11,688 | $6,652+75.7% | $8,065+44.9% | $4,300+171.8% |
| Admin fee / account holder | $15,146 | $7,953+90.4% | $12,993+16.6% | $6,925+118.7% |