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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 | $133,774 | $102,429+30.6% | $147,096-9.1% | $80,925+65.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.65% | 135.02%-118.4pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $6,152 | $3,716+65.6% | $4,936+24.6% | $2,756+123.2% |
| Participant deferral / active EE | $10,446 | $6,649+57.1% | $8,071+29.4% | $4,299+143.0% |
| Admin fee / account holder | $16,494 | $7,957+107.3% | $13,005+26.8% | $6,940+137.7% |