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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 | $102,385+48.7% | $147,080+3.5% | $80,935+88.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.57% | 135.09%-117.5pp | 420.17%-402.6pp | 35.66%-18.1pp |
| Employer contribution / active EE | $20,887 | $3,717+462.0% | $4,933+323.4% | $2,757+657.7% |
| Participant deferral / active EE | $17,816 | $6,651+167.9% | $8,066+120.9% | $4,299+314.4% |
| Admin fee / account holder | $7,582 | $7,951-4.6% | $12,989-41.6% | $6,924+9.5% |