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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 | $227,328 | $85,766+165.1% | $136,298+66.8% | $70,126+224.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.22% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $10,404 | $2,966+250.8% | $4,696+121.6% | $2,343+344.1% |
| Participant deferral / active EE | $5,483 | $5,051+8.5% | $6,247-12.2% | $3,332+64.6% |
| Admin fee / account holder | $2,053 | $5,421-62.1% | $9,244-77.8% | $4,645-55.8% |