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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 | $124,202 | $102,393+21.3% | $147,041-15.5% | $80,911+53.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.43% | 134.95%-118.5pp | 419.21%-402.8pp | 35.63%-19.2pp |
| Employer contribution / active EE | $4,597 | $3,715+23.7% | $4,935-6.9% | $2,756+66.8% |
| Participant deferral / active EE | $10,721 | $6,647+61.3% | $8,071+32.8% | $4,297+149.5% |
| Admin fee / account holder | $18,115 | $7,943+128.1% | $13,006+39.3% | $6,935+161.2% |