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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 | $187,014 | $85,766+118.1% | $136,298+37.2% | $70,126+166.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.62% | 31.46%-15.8pp | 5156.27%-5140.7pp | 73.15%-57.5pp |
| Employer contribution / active EE | $5,357 | $2,966+80.6% | $4,696+14.1% | $2,343+128.7% |
| Participant deferral / active EE | $7,942 | $5,051+57.2% | $6,247+27.1% | $3,332+138.4% |
| Admin fee / account holder | $9,722 | $5,421+79.4% | $9,244+5.2% | $4,645+109.3% |