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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 | $194,597 | $85,766+126.9% | $136,298+42.8% | $70,126+177.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.72% | 31.46%-13.7pp | 5156.27%-5138.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $7,473 | $2,966+152.0% | $4,696+59.2% | $2,343+219.0% |
| Participant deferral / active EE | $12,331 | $5,051+144.1% | $6,247+97.4% | $3,332+270.1% |
| Admin fee / account holder | $2,678 | $5,421-50.6% | $9,244-71.0% | $4,645-42.3% |