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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 | $121,851 | $85,766+42.1% | $136,298-10.6% | $70,126+73.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.23% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $3,341 | $2,966+12.6% | $4,696-28.9% | $2,343+42.6% |
| Participant deferral / active EE | $6,466 | $5,051+28.0% | $6,247+3.5% | $3,332+94.1% |
| Admin fee / account holder | $8,880 | $5,421+63.8% | $9,244-3.9% | $4,645+91.2% |