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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 | $105,304 | $85,766+22.8% | $136,298-22.7% | $70,126+50.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.59% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $2,138 | $2,966-27.9% | $4,696-54.5% | $2,343-8.7% |
| Participant deferral / active EE | $9,624 | $5,051+90.5% | $6,247+54.0% | $3,332+188.8% |
| Admin fee / account holder | $9,430 | $5,421+74.0% | $9,244+2.0% | $4,645+103.0% |