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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 | $130,902 | $102,422+27.8% | $147,117-11.0% | $80,959+61.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.38% | 135.16%-122.8pp | 420.54%-408.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $3,281 | $3,717-11.7% | $4,932-33.5% | $2,757+19.0% |
| Participant deferral / active EE | $9,014 | $6,652+35.5% | $8,065+11.8% | $4,300+109.6% |
| Admin fee / account holder | $1,038 | $7,953-87.0% | $12,993-92.0% | $6,925-85.0% |