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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 | $131,241 | $102,393+28.2% | $147,041-10.7% | $80,911+62.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.88% | 134.95%-122.1pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $3,952 | $3,715+6.4% | $4,935-19.9% | $2,756+43.4% |
| Participant deferral / active EE | $10,356 | $6,647+55.8% | $8,071+28.3% | $4,297+141.0% |
| Admin fee / account holder | $1,159 | $7,943-85.4% | $13,006-91.1% | $6,935-83.3% |