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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 | $159,552 | $102,385+55.8% | $147,080+8.5% | $80,935+97.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.89% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $3,250 | $3,717-12.6% | $4,933-34.1% | $2,757+17.9% |
| Participant deferral / active EE | $9,330 | $6,651+40.3% | $8,066+15.7% | $4,299+117.0% |
| Admin fee / account holder | $5,184 | $7,951-34.8% | $12,989-60.1% | $6,924-25.1% |