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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 | $130,634 | $102,429+27.5% | $147,096-11.2% | $80,925+61.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.57% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $7,484 | $3,716+101.4% | $4,936+51.6% | $2,756+171.5% |
| Participant deferral / active EE | $18,095 | $6,649+172.2% | $8,071+124.2% | $4,299+320.9% |
| Admin fee / account holder | $8,685 | $7,957+9.2% | $13,005-33.2% | $6,940+25.1% |