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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 | $86,628 | $102,393-15.4% | $147,041-41.1% | $80,911+7.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.18% | 134.95%-120.8pp | 419.21%-405.0pp | 35.63%-21.4pp |
| Employer contribution / active EE | $7,131 | $3,715+91.9% | $4,935+44.5% | $2,756+158.8% |
| Participant deferral / active EE | $13,982 | $6,647+110.4% | $8,071+73.2% | $4,297+225.4% |
| Admin fee / account holder | $14,109 | $7,943+77.6% | $13,006+8.5% | $6,935+103.5% |