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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 | $165,867 | $102,429+61.9% | $147,096+12.8% | $80,925+105.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.94% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $5,769 | $3,716+55.3% | $4,936+16.9% | $2,756+109.3% |
| Participant deferral / active EE | $7,805 | $6,649+17.4% | $8,071-3.3% | $4,299+81.6% |
| Admin fee / account holder | $1,979 | $7,957-75.1% | $13,005-84.8% | $6,940-71.5% |