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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 | $113,682 | $85,766+32.5% | $136,298-16.6% | $70,126+62.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.62% | 31.46%-12.8pp | 5156.27%-5137.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,270 | $2,966-57.2% | $4,696-73.0% | $2,343-45.8% |
| Participant deferral / active EE | $4,420 | $5,051-12.5% | $6,247-29.2% | $3,332+32.7% |
| Admin fee / account holder | $1,017 | $5,421-81.2% | $9,244-89.0% | $4,645-78.1% |