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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 | $127,009 | $102,422+24.0% | $147,117-13.7% | $80,959+56.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.21% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $7,225 | $3,717+94.4% | $4,932+46.5% | $2,757+162.0% |
| Participant deferral / active EE | $9,219 | $6,652+38.6% | $8,065+14.3% | $4,300+114.4% |
| Admin fee / account holder | $6,506 | $7,953-18.2% | $12,993-49.9% | $6,925-6.1% |