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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 | $149,823 | $65,575+128.5% | $86,209+73.8% | $75,181+99.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.48% | 46.07%-30.6pp | 1169.05%-1153.6pp | 160.69%-145.2pp |
| Employer contribution / active EE | $1,816 | $1,553+16.9% | $2,381-23.7% | $2,671-32.0% |
| Participant deferral / active EE | $5,075 | $3,023+67.9% | $3,986+27.3% | $4,126+23.0% |
| Admin fee / account holder | $911 | $5,470-83.4% | $6,853-86.7% | $5,650-83.9% |