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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 | $155,762 | $102,382+52.1% | $147,005+6.0% | $80,874+92.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.91% | 134.89%-123.0pp | 418.76%-406.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $4,242 | $3,715+14.2% | $4,934-14.0% | $2,756+53.9% |
| Participant deferral / active EE | $10,499 | $6,646+58.0% | $8,070+30.1% | $4,297+144.3% |
| Admin fee / account holder | $1,649 | $7,942-79.2% | $13,006-87.3% | $6,935-76.2% |