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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 | $114,556 | $102,422+11.8% | $147,117-22.1% | $80,959+41.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.52% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $7,158 | $3,717+92.5% | $4,932+45.1% | $2,757+159.6% |
| Participant deferral / active EE | $8,660 | $6,652+30.2% | $8,065+7.4% | $4,300+101.4% |
| Admin fee / account holder | $1,499 | $7,953-81.2% | $12,993-88.5% | $6,925-78.4% |