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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 | $75,400 | $85,766-12.1% | $136,298-44.7% | $70,126+7.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 37.49% | 31.46%+6.0pp | 5156.27%-5118.8pp | 73.15%-35.7pp |
| Employer contribution / active EE | $3,136 | $2,966+5.7% | $4,696-33.2% | $2,343+33.9% |
| Participant deferral / active EE | $10,084 | $5,051+99.6% | $6,247+61.4% | $3,332+202.7% |
| Admin fee / account holder | $3,502 | $5,421-35.4% | $9,244-62.1% | $4,645-24.6% |