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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 | $175,625 | $47,479+269.9% | $62,929+179.1% | $82,448+113.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.05% | 20.34%-8.3pp | 1063.93%-1051.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,578 | $1,885-16.3% | $2,505-37.0% | $2,551-38.1% |
| Participant deferral / active EE | $6,774 | $2,870+136.0% | $3,888+74.2% | $4,139+63.6% |
| Admin fee / account holder | $7,999 | $3,804+110.3% | $5,065+57.9% | $7,234+10.6% |