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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 | $157,920 | $102,393+54.2% | $147,041+7.4% | $80,911+95.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.39% | 134.95%-118.6pp | 419.21%-402.8pp | 35.63%-19.2pp |
| Employer contribution / active EE | $4,445 | $3,715+19.6% | $4,935-9.9% | $2,756+61.3% |
| Participant deferral / active EE | $12,780 | $6,647+92.3% | $8,071+58.3% | $4,297+197.4% |
| Admin fee / account holder | $16,863 | $7,943+112.3% | $13,006+29.7% | $6,935+143.2% |