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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 | $111,684 | $85,766+30.2% | $136,298-18.1% | $70,126+59.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.47% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $14,242 | $2,966+380.2% | $4,696+203.3% | $2,343+508.0% |
| Participant deferral / active EE | $15,739 | $5,051+211.6% | $6,247+151.9% | $3,332+372.4% |
| Admin fee / account holder | $8,556 | $5,421+57.8% | $9,244-7.4% | $4,645+84.2% |