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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 | $138,030 | $102,429+34.8% | $147,096-6.2% | $80,925+70.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.08% | 135.02%-121.9pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $11,302 | $3,716+204.2% | $4,936+129.0% | $2,756+310.1% |
| Participant deferral / active EE | $11,789 | $6,649+77.3% | $8,071+46.1% | $4,299+174.2% |
| Admin fee / account holder | $3,101 | $7,957-61.0% | $13,005-76.2% | $6,940-55.3% |