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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 | $127,640 | $102,422+24.6% | $147,117-13.2% | $80,959+57.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.36% | 135.16%-122.8pp | 420.54%-408.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $6,579 | $3,717+77.0% | $4,932+33.4% | $2,757+138.6% |
| Participant deferral / active EE | $12,151 | $6,652+82.7% | $8,065+50.7% | $4,300+182.6% |
| Admin fee / account holder | $3,262 | $7,953-59.0% | $12,993-74.9% | $6,925-52.9% |