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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 | $103,281 | $85,766+20.4% | $136,298-24.2% | $70,126+47.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.29% | 31.46%-15.2pp | 5156.27%-5140.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,970 | $2,966+0.1% | $4,696-36.7% | $2,343+26.8% |
| Participant deferral / active EE | $9,828 | $5,051+94.6% | $6,247+57.3% | $3,332+195.0% |
| Admin fee / account holder | $4,909 | $5,421-9.4% | $9,244-46.9% | $4,645+5.7% |