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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 | $80,723 | $85,766-5.9% | $136,298-40.8% | $70,126+15.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.77% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $4,717 | $2,966+59.0% | $4,696+0.4% | $2,343+101.3% |
| Participant deferral / active EE | $6,478 | $5,051+28.2% | $6,247+3.7% | $3,332+94.4% |
| Admin fee / account holder | $12,888 | $5,421+137.8% | $9,244+39.4% | $4,645+177.4% |