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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 | $136,707 | $102,393+33.5% | $147,041-7.0% | $80,911+69.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.21% | 134.95%-118.7pp | 419.21%-403.0pp | 35.63%-19.4pp |
| Employer contribution / active EE | $2,183 | $3,715-41.3% | $4,935-55.8% | $2,756-20.8% |
| Participant deferral / active EE | $13,059 | $6,647+96.5% | $8,071+61.8% | $4,297+203.9% |
| Admin fee / account holder | $15,162 | $7,943+90.9% | $13,006+16.6% | $6,935+118.6% |