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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 | $155,809 | $102,393+52.2% | $147,041+6.0% | $80,911+92.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.23% | 134.95%-115.7pp | 419.21%-400.0pp | 35.63%-16.4pp |
| Employer contribution / active EE | $7,702 | $3,715+107.3% | $4,935+56.1% | $2,756+179.5% |
| Participant deferral / active EE | $12,462 | $6,647+87.5% | $8,071+54.4% | $4,297+190.0% |
| Admin fee / account holder | $4,664 | $7,943-41.3% | $13,006-64.1% | $6,935-32.7% |