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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 | $144,002 | $85,766+67.9% | $136,297+5.7% | $70,124+105.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.57% | 31.45%-13.9pp | 5156.19%-5138.6pp | 73.14%-55.6pp |
| Employer contribution / active EE | $10,641 | $2,966+258.8% | $4,696+126.6% | $2,342+354.3% |
| Participant deferral / active EE | $7,927 | $5,051+56.9% | $6,247+26.9% | $3,332+137.9% |
| Admin fee / account holder | $14,063 | $5,420+159.4% | $9,244+52.1% | $4,645+202.7% |