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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 | $160,150 | $102,393+56.4% | $147,041+8.9% | $80,911+97.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.56% | 134.95%-118.4pp | 419.21%-402.7pp | 35.63%-19.1pp |
| Employer contribution / active EE | $17,851 | $3,715+380.5% | $4,935+261.7% | $2,756+547.8% |
| Participant deferral / active EE | $15,976 | $6,647+140.3% | $8,071+97.9% | $4,297+271.8% |
| Admin fee / account holder | $8,181 | $7,943+3.0% | $13,006-37.1% | $6,935+18.0% |