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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 | $131,736 | $85,766+53.6% | $136,297-3.3% | $70,131+87.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.03% | 31.45%-16.4pp | 5156.16%-5141.1pp | 73.14%-58.1pp |
| Employer contribution / active EE | $5,291 | $2,966+78.4% | $4,696+12.7% | $2,342+125.9% |
| Participant deferral / active EE | $8,240 | $5,051+63.1% | $6,247+31.9% | $3,332+147.3% |
| Admin fee / account holder | $9,073 | $5,420+67.4% | $9,244-1.8% | $4,645+95.3% |