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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 | $90,980 | $85,766+6.1% | $136,298-33.2% | $70,126+29.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.28% | 31.46%-8.2pp | 5156.27%-5133.0pp | 73.15%-49.9pp |
| Employer contribution / active EE | $6,519 | $2,966+119.8% | $4,696+38.8% | $2,343+178.3% |
| Participant deferral / active EE | $8,061 | $5,051+59.6% | $6,247+29.0% | $3,332+141.9% |
| Admin fee / account holder | $1,016 | $5,421-81.3% | $9,244-89.0% | $4,645-78.1% |