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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 | $137,610 | $102,429+34.3% | $147,096-6.4% | $80,925+70.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.92% | 135.02%-119.1pp | 419.75%-403.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $8,853 | $3,716+138.3% | $4,936+79.4% | $2,756+221.2% |
| Participant deferral / active EE | $11,032 | $6,649+65.9% | $8,071+36.7% | $4,299+156.6% |
| Admin fee / account holder | $2,432 | $7,957-69.4% | $13,005-81.3% | $6,940-65.0% |