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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 | $168,908 | $85,766+96.9% | $136,295+23.9% | $70,131+140.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.57% | 31.45%-13.9pp | 5155.97%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $5,435 | $2,966+83.2% | $4,695+15.7% | $2,342+132.0% |
| Participant deferral / active EE | $11,317 | $5,051+124.0% | $6,247+81.2% | $3,332+239.7% |
| Admin fee / account holder | $7,507 | $5,420+38.5% | $9,243-18.8% | $4,645+61.6% |