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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 | $151,400 | $105,145+44.0% | $94,664+59.9% | $139,466+8.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.71% | 38.09%-24.4pp | 156.84%-143.1pp | 373.66%-360.0pp |
| Employer contribution / active EE | $11,572 | $4,107+181.7% | $3,673+215.1% | $4,754+143.4% |
| Participant deferral / active EE | $6,380 | $7,599-16.0% | $7,417-14.0% | $6,712-4.9% |
| Admin fee / account holder | $2,217 | $8,972-75.3% | $7,222-69.3% | $11,409-80.6% |