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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 | $133,677 | $102,422+30.5% | $147,117-9.1% | $80,959+65.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.65% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $7,223 | $3,717+94.3% | $4,932+46.4% | $2,757+162.0% |
| Participant deferral / active EE | $9,627 | $6,652+44.7% | $8,065+19.4% | $4,300+123.9% |
| Admin fee / account holder | $743 | $7,953-90.7% | $12,993-94.3% | $6,925-89.3% |