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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 | $102,429+61.5% | $147,096+12.4% | $80,925+104.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.28% | 135.02%-119.7pp | 419.75%-404.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $5,537 | $3,716+49.0% | $4,936+12.2% | $2,756+100.9% |
| Participant deferral / active EE | $6,661 | $6,649+0.2% | $8,071-17.5% | $4,299+55.0% |
| Admin fee / account holder | $1,800 | $7,957-77.4% | $13,005-86.2% | $6,940-74.1% |