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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 | $239,847 | $85,766+179.7% | $136,298+76.0% | $70,126+242.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.36% | 31.46%-17.1pp | 5156.27%-5141.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $8,141 | $2,966+174.5% | $4,696+73.4% | $2,343+247.5% |
| Participant deferral / active EE | $7,020 | $5,051+39.0% | $6,247+12.4% | $3,332+110.7% |
| Admin fee / account holder | $2,200 | $5,421-59.4% | $9,244-76.2% | $4,645-52.7% |