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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 | $145,450 | $85,766+69.6% | $136,298+6.7% | $70,126+107.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.24% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $9,091 | $2,966+206.5% | $4,696+93.6% | $2,343+288.1% |
| Participant deferral / active EE | $6,626 | $5,051+31.2% | $6,247+6.1% | $3,332+98.9% |
| Admin fee / account holder | $4,777 | $5,421-11.9% | $9,244-48.3% | $4,645+2.8% |