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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 | $141,117 | $110,801+27.4% | $86,615+62.9% | $167,536-15.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.09% | 116.96%-101.9pp | 63.51%-48.4pp | 478.82%-463.7pp |
| Employer contribution / active EE | $13,028 | $3,245+301.5% | $2,496+422.0% | $4,839+169.2% |
| Participant deferral / active EE | $13,612 | $4,547+199.4% | $3,699+268.0% | $6,342+114.6% |
| Admin fee / account holder | $1,345 | $8,417-84.0% | $5,830-76.9% | $12,315-89.1% |