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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 | $164,651 | $85,766+92.0% | $136,298+20.8% | $70,126+134.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.22% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,121 | $2,966-28.5% | $4,696-54.8% | $2,343-9.4% |
| Participant deferral / active EE | $7,371 | $5,051+45.9% | $6,247+18.0% | $3,332+121.2% |
| Admin fee / account holder | $5,702 | $5,421+5.2% | $9,244-38.3% | $4,645+22.7% |