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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 | $169,370 | $102,385+65.4% | $147,080+15.2% | $80,935+109.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.43% | 135.09%-118.7pp | 420.17%-403.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $4,729 | $3,717+27.2% | $4,933-4.1% | $2,757+71.5% |
| Participant deferral / active EE | $7,170 | $6,651+7.8% | $8,066-11.1% | $4,299+66.8% |
| Admin fee / account holder | $30,479 | $7,951+283.3% | $12,989+134.7% | $6,924+340.2% |