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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 | $171,090 | $65,434+161.5% | $98,483+73.7% | $85,847+99.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.07% | 21.75%-5.7pp | 1494.38%-1478.3pp | 318.61%-302.5pp |
| Employer contribution / active EE | $5,409 | $2,169+149.4% | $2,961+82.7% | $2,565+110.8% |
| Participant deferral / active EE | $6,007 | $3,168+89.6% | $4,276+40.5% | $3,952+52.0% |
| Admin fee / account holder | $530 | $4,595-88.5% | $5,953-91.1% | $6,261-91.5% |