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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 | $136,303 | $102,422+33.1% | $147,117-7.4% | $80,959+68.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.94% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $8,483 | $3,717+128.2% | $4,932+72.0% | $2,757+207.7% |
| Participant deferral / active EE | $7,307 | $6,652+9.8% | $8,065-9.4% | $4,300+69.9% |
| Admin fee / account holder | $1,118 | $7,953-85.9% | $12,993-91.4% | $6,925-83.9% |