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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 | $166,224 | $85,766+93.8% | $136,298+22.0% | $70,126+137.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.89% | 31.46%-16.6pp | 5156.27%-5141.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $4,182 | $2,966+41.0% | $4,696-10.9% | $2,343+78.5% |
| Participant deferral / active EE | $6,669 | $5,051+32.0% | $6,247+6.7% | $3,332+100.1% |
| Admin fee / account holder | $11,498 | $5,421+112.1% | $9,244+24.4% | $4,645+147.5% |