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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 | $165,372 | $102,422+61.5% | $147,117+12.4% | $80,959+104.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.28% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $5,537 | $3,717+48.9% | $4,932+12.3% | $2,757+100.8% |
| Participant deferral / active EE | $6,661 | $6,652+0.1% | $8,065-17.4% | $4,300+54.9% |
| Admin fee / account holder | $1,800 | $7,953-77.4% | $12,993-86.1% | $6,925-74.0% |