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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 | $170,313 | $102,393+66.3% | $147,041+15.8% | $80,911+110.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 22.91% | 134.95%-112.0pp | 419.21%-396.3pp | 35.63%-12.7pp |
| Employer contribution / active EE | $4,857 | $3,715+30.7% | $4,935-1.6% | $2,756+76.2% |
| Participant deferral / active EE | $7,942 | $6,647+19.5% | $8,071-1.6% | $4,297+84.8% |
| Admin fee / account holder | $8,386 | $7,943+5.6% | $13,006-35.5% | $6,935+20.9% |