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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 | $174,597 | $102,429+70.5% | $147,096+18.7% | $80,925+115.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.28% | 135.02%-121.7pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $9,497 | $3,716+155.6% | $4,936+92.4% | $2,756+244.6% |
| Participant deferral / active EE | $8,755 | $6,649+31.7% | $8,071+8.5% | $4,299+103.7% |
| Admin fee / account holder | $1,780 | $7,957-77.6% | $13,005-86.3% | $6,940-74.3% |