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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 | $169,405 | $85,766+97.5% | $136,297+24.3% | $70,124+141.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.97% | 31.45%-14.5pp | 5156.19%-5139.2pp | 73.14%-56.2pp |
| Employer contribution / active EE | $5,064 | $2,966+70.7% | $4,696+7.8% | $2,342+116.2% |
| Participant deferral / active EE | $6,111 | $5,051+21.0% | $6,247-2.2% | $3,332+83.4% |
| Admin fee / account holder | $3,335 | $5,420-38.5% | $9,244-63.9% | $4,645-28.2% |