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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 | $141,217 | $102,385+37.9% | $147,080-4.0% | $80,935+74.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.32% | 135.09%-121.8pp | 420.17%-406.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $15,326 | $3,717+312.4% | $4,933+210.7% | $2,757+456.0% |
| Participant deferral / active EE | $16,403 | $6,651+146.6% | $8,066+103.4% | $4,299+281.5% |
| Admin fee / account holder | $7,775 | $7,951-2.2% | $12,989-40.1% | $6,924+12.3% |