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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 | $153,741 | $102,422+50.1% | $147,117+4.5% | $80,959+89.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.89% | 135.16%-123.3pp | 420.54%-408.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $14,977 | $3,717+302.9% | $4,932+203.6% | $2,757+443.2% |
| Participant deferral / active EE | $15,116 | $6,652+127.2% | $8,065+87.4% | $4,300+251.5% |
| Admin fee / account holder | $1,694 | $7,953-78.7% | $12,993-87.0% | $6,925-75.5% |