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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 | $153,876 | $102,393+50.3% | $147,041+4.6% | $80,911+90.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.45% | 134.95%-119.5pp | 419.21%-403.8pp | 35.63%-20.2pp |
| Employer contribution / active EE | $5,621 | $3,715+51.3% | $4,935+13.9% | $2,756+104.0% |
| Participant deferral / active EE | $10,832 | $6,647+63.0% | $8,071+34.2% | $4,297+152.1% |
| Admin fee / account holder | $642 | $7,943-91.9% | $13,006-95.1% | $6,935-90.7% |