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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 | $130,440 | $102,422+27.4% | $147,117-11.3% | $80,959+61.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.29% | 135.16%-118.9pp | 420.54%-404.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $5,006 | $3,717+34.7% | $4,932+1.5% | $2,757+81.6% |
| Participant deferral / active EE | $5,365 | $6,652-19.3% | $8,065-33.5% | $4,300+24.8% |
| Admin fee / account holder | $2,322 | $7,953-70.8% | $12,993-82.1% | $6,925-66.5% |