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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 | $191,980 | $85,766+123.8% | $136,298+40.9% | $70,126+173.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.96% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $4,310 | $2,966+45.3% | $4,696-8.2% | $2,343+84.0% |
| Participant deferral / active EE | $7,660 | $5,051+51.6% | $6,247+22.6% | $3,332+129.9% |
| Admin fee / account holder | $943 | $5,421-82.6% | $9,244-89.8% | $4,645-79.7% |