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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 | $132,631 | $102,422+29.5% | $147,117-9.8% | $80,959+63.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.75% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $9,240 | $3,717+148.6% | $4,932+87.3% | $2,757+235.1% |
| Participant deferral / active EE | $6,313 | $6,652-5.1% | $8,065-21.7% | $4,300+46.8% |
| Admin fee / account holder | $3,757 | $7,953-52.8% | $12,993-71.1% | $6,925-45.8% |