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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 | $140,978 | $102,382+37.7% | $147,005-4.1% | $80,874+74.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.37% | 134.89%-122.5pp | 418.76%-406.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $11,243 | $3,715+202.6% | $4,934+127.8% | $2,756+308.0% |
| Participant deferral / active EE | $10,610 | $6,646+59.6% | $8,070+31.5% | $4,297+146.9% |
| Admin fee / account holder | $16,712 | $7,942+110.4% | $13,006+28.5% | $6,935+141.0% |