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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 | $102,385+33.1% | $147,080-7.3% | $80,935+68.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.94% | 135.09%-123.2pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $8,483 | $3,717+128.2% | $4,933+72.0% | $2,757+207.7% |
| Participant deferral / active EE | $7,307 | $6,651+9.9% | $8,066-9.4% | $4,299+70.0% |
| Admin fee / account holder | $1,118 | $7,951-85.9% | $12,989-91.4% | $6,924-83.9% |