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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 | $169,591 | $85,766+97.7% | $136,298+24.4% | $70,126+141.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.93% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $5,284 | $2,966+78.2% | $4,696+12.5% | $2,343+125.6% |
| Participant deferral / active EE | $14,980 | $5,051+196.6% | $6,247+139.8% | $3,332+349.6% |
| Admin fee / account holder | $11,791 | $5,421+117.5% | $9,244+27.5% | $4,645+153.8% |