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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 | $128,722 | $102,393+25.7% | $147,041-12.5% | $80,911+59.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.22% | 134.95%-122.7pp | 419.21%-407.0pp | 35.63%-23.4pp |
| Employer contribution / active EE | $6,666 | $3,715+79.4% | $4,935+35.1% | $2,756+141.9% |
| Participant deferral / active EE | $5,949 | $6,647-10.5% | $8,071-26.3% | $4,297+38.4% |
| Admin fee / account holder | $9,581 | $7,943+20.6% | $13,006-26.3% | $6,935+38.2% |