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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 | $132,159 | $102,422+29.0% | $147,117-10.2% | $80,959+63.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.09% | 135.16%-116.1pp | 420.54%-401.4pp | 35.67%-16.6pp |
| Employer contribution / active EE | $3,610 | $3,717-2.9% | $4,932-26.8% | $2,757+30.9% |
| Participant deferral / active EE | $13,474 | $6,652+102.6% | $8,065+67.1% | $4,300+213.3% |
| Admin fee / account holder | $12,236 | $7,953+53.8% | $12,993-5.8% | $6,925+76.7% |