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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 | $137,013 | $102,429+33.8% | $147,096-6.9% | $80,925+69.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.38% | 135.02%-117.6pp | 419.75%-402.4pp | 35.65%-18.3pp |
| Employer contribution / active EE | $14,335 | $3,716+285.8% | $4,936+190.4% | $2,756+420.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,558 | $7,957+133.2% | $13,005+42.7% | $6,940+167.4% |