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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 | $137,391 | $100,060+37.3% | $149,721-8.2% | $70,126+95.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.17% | 27.46%-7.3pp | 1501.67%-1481.5pp | 73.15%-53.0pp |
| Employer contribution / active EE | $6,443 | $3,661+76.0% | $5,444+18.3% | $2,343+175.0% |
| Participant deferral / active EE | $11,188 | $4,982+124.6% | $6,568+70.3% | $3,332+235.8% |
| Admin fee / account holder | $952 | $8,285-88.5% | $11,282-91.6% | $4,645-79.5% |