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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 | $102,429+27.3% | $147,096-11.3% | $80,925+61.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.29% | 135.02%-118.7pp | 419.75%-403.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $5,006 | $3,716+34.7% | $4,936+1.4% | $2,756+81.6% |
| Participant deferral / active EE | $5,365 | $6,649-19.3% | $8,071-33.5% | $4,299+24.8% |
| Admin fee / account holder | $2,322 | $7,957-70.8% | $13,005-82.1% | $6,940-66.5% |