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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 | $145,407 | $102,393+42.0% | $147,041-1.1% | $80,911+79.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.91% | 134.95%-122.0pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $4,380 | $3,715+17.9% | $4,935-11.3% | $2,756+58.9% |
| Participant deferral / active EE | $6,755 | $6,647+1.6% | $8,071-16.3% | $4,297+57.2% |
| Admin fee / account holder | $18,267 | $7,943+130.0% | $13,006+40.4% | $6,935+163.4% |