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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 | $152,288 | $102,393+48.7% | $147,041+3.6% | $80,911+88.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.57% | 134.95%-117.4pp | 419.21%-401.6pp | 35.63%-18.1pp |
| Employer contribution / active EE | $20,887 | $3,715+462.2% | $4,935+323.2% | $2,756+657.9% |
| Participant deferral / active EE | $17,816 | $6,647+168.0% | $8,071+120.7% | $4,297+314.6% |
| Admin fee / account holder | $7,582 | $7,943-4.6% | $13,006-41.7% | $6,935+9.3% |