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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 | $133,087 | $102,382+30.0% | $147,005-9.5% | $80,874+64.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.28% | 134.89%-122.6pp | 418.76%-406.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $10,666 | $3,715+187.1% | $4,934+116.2% | $2,756+287.1% |
| Participant deferral / active EE | $8,053 | $6,646+21.2% | $8,070-0.2% | $4,297+87.4% |
| Admin fee / account holder | $9,214 | $7,942+16.0% | $13,006-29.2% | $6,935+32.9% |