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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 | $120,803 | $102,385+18.0% | $147,080-17.9% | $80,935+49.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.07% | 135.09%-120.0pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $4,674 | $3,717+25.8% | $4,933-5.3% | $2,757+69.6% |
| Participant deferral / active EE | $13,645 | $6,651+105.2% | $8,066+69.2% | $4,299+217.4% |
| Admin fee / account holder | $9,460 | $7,951+19.0% | $12,989-27.2% | $6,924+36.6% |