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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 | $172,058 | $102,385+68.1% | $147,080+17.0% | $80,935+112.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.71% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $6,989 | $3,717+88.0% | $4,933+41.7% | $2,757+153.5% |
| Participant deferral / active EE | $4,932 | $6,651-25.8% | $8,066-38.9% | $4,299+14.7% |
| Admin fee / account holder | $2,011 | $7,951-74.7% | $12,989-84.5% | $6,924-71.0% |