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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 | $101,475 | $85,766+18.3% | $136,298-25.5% | $70,126+44.7% |
| Participation rate | 93.6% | 74.2%+19.5pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 26.82% | 31.46%-4.6pp | 5156.27%-5129.5pp | 73.15%-46.3pp |
| Employer contribution / active EE | $28,417 | $2,966+858.1% | $4,696+505.2% | $2,343+1113.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,527 | $5,421-16.5% | $9,244-51.0% | $4,645-2.5% |