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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 | $135,916 | $102,385+32.7% | $147,080-7.6% | $80,935+67.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.76% | 135.09%-119.3pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $8,505 | $3,717+128.8% | $4,933+72.4% | $2,757+208.5% |
| Participant deferral / active EE | $9,313 | $6,651+40.0% | $8,066+15.5% | $4,299+116.6% |
| Admin fee / account holder | $2,768 | $7,951-65.2% | $12,989-78.7% | $6,924-60.0% |