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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 | $209,361 | $85,766+144.1% | $136,298+53.6% | $70,126+198.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.95% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $4,855 | $2,966+63.7% | $4,696+3.4% | $2,343+107.3% |
| Participant deferral / active EE | $10,369 | $5,051+105.3% | $6,247+66.0% | $3,332+211.2% |
| Admin fee / account holder | $1,813 | $5,421-66.6% | $9,244-80.4% | $4,645-61.0% |