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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 | $131,693 | $81,763+61.1% | $58,561+124.9% | $139,466-5.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.96% | 7427.77%-7412.8pp | 4251.33%-4236.4pp | 373.66%-358.7pp |
| Employer contribution / active EE | $1,518 | $1,398+8.5% | $1,053+44.1% | $4,754-68.1% |
| Participant deferral / active EE | $520 | $2,555-79.6% | $1,923-73.0% | $6,712-92.3% |
| Admin fee / account holder | $1,438 | $3,273-56.1% | $2,520-43.0% | $11,409-87.4% |