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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 | $138,333 | $102,422+35.1% | $147,117-6.0% | $80,959+70.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.15% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $4,351 | $3,717+17.0% | $4,932-11.8% | $2,757+57.8% |
| Participant deferral / active EE | $8,995 | $6,652+35.2% | $8,065+11.5% | $4,300+109.2% |
| Admin fee / account holder | $3,855 | $7,953-51.5% | $12,993-70.3% | $6,925-44.3% |