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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 | $156,060 | $85,766+82.0% | $136,298+14.5% | $70,126+122.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.16% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $10,127 | $2,966+241.4% | $4,696+115.7% | $2,343+332.3% |
| Participant deferral / active EE | $9,144 | $5,051+81.0% | $6,247+46.4% | $3,332+174.4% |
| Admin fee / account holder | $354 | $5,421-93.5% | $9,244-96.2% | $4,645-92.4% |