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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 | $140,604 | $100,060+40.5% | $149,721-6.1% | $70,126+100.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.64% | 27.46%-9.8pp | 1501.67%-1484.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $9,505 | $3,661+159.6% | $5,444+74.6% | $2,343+305.8% |
| Participant deferral / active EE | $10,950 | $4,982+119.8% | $6,568+66.7% | $3,332+228.6% |
| Admin fee / account holder | $4,952 | $8,285-40.2% | $11,282-56.1% | $4,645+6.6% |