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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 | $152,492 | $102,393+48.9% | $147,041+3.7% | $80,911+88.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.71% | 134.95%-118.2pp | 419.21%-402.5pp | 35.63%-18.9pp |
| Employer contribution / active EE | $3,160 | $3,715-15.0% | $4,935-36.0% | $2,756+14.7% |
| Participant deferral / active EE | $14,439 | $6,647+117.2% | $8,071+78.9% | $4,297+236.0% |
| Admin fee / account holder | $1,569 | $7,943-80.3% | $13,006-87.9% | $6,935-77.4% |