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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 | $102,429+52.5% | $147,096+6.2% | $80,925+93.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.09% | 135.02%-117.9pp | 419.75%-402.7pp | 35.65%-18.6pp |
| Employer contribution / active EE | $8,493 | $3,716+128.6% | $4,936+72.1% | $2,756+208.1% |
| Participant deferral / active EE | $11,445 | $6,649+72.1% | $8,071+41.8% | $4,299+166.2% |
| Admin fee / account holder | $54,174 | $7,957+580.8% | $13,005+316.6% | $6,940+680.6% |