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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 | $156,160 | $102,422+52.5% | $147,117+6.1% | $80,959+92.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.09% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $8,493 | $3,717+128.5% | $4,932+72.2% | $2,757+208.0% |
| Participant deferral / active EE | $11,445 | $6,652+72.0% | $8,065+41.9% | $4,300+166.1% |
| Admin fee / account holder | $54,174 | $7,953+581.1% | $12,993+317.0% | $6,925+682.3% |