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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 | $104,170 | $85,766+21.5% | $136,298-23.6% | $70,126+48.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.19% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $14,049 | $2,966+373.7% | $4,696+199.2% | $2,343+499.7% |
| Participant deferral / active EE | $15,658 | $5,051+210.0% | $6,247+150.6% | $3,332+370.0% |
| Admin fee / account holder | $741 | $5,421-86.3% | $9,244-92.0% | $4,645-84.0% |