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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 | $102,385+48.9% | $147,080+3.7% | $80,935+88.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.71% | 135.09%-118.4pp | 420.17%-403.5pp | 35.66%-18.9pp |
| Employer contribution / active EE | $3,160 | $3,717-15.0% | $4,933-36.0% | $2,757+14.6% |
| Participant deferral / active EE | $14,439 | $6,651+117.1% | $8,066+79.0% | $4,299+235.8% |
| Admin fee / account holder | $1,569 | $7,951-80.3% | $12,989-87.9% | $6,924-77.3% |