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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 | $115,849 | $85,766+35.1% | $136,297-15.0% | $70,124+65.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.85% | 31.45%-16.6pp | 5156.19%-5141.3pp | 73.14%-58.3pp |
| Employer contribution / active EE | $4,508 | $2,966+52.0% | $4,696-4.0% | $2,342+92.5% |
| Participant deferral / active EE | $5,998 | $5,051+18.7% | $6,247-4.0% | $3,332+80.0% |
| Admin fee / account holder | $748 | $5,420-86.2% | $9,244-91.9% | $4,645-83.9% |