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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 | $158,977 | $100,060+58.9% | $149,721+6.2% | $70,126+126.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.18% | 27.46%-12.3pp | 1501.67%-1486.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $5,042 | $3,661+37.7% | $5,444-7.4% | $2,343+115.2% |
| Participant deferral / active EE | $5,703 | $4,982+14.5% | $6,568-13.2% | $3,332+71.2% |
| Admin fee / account holder | $1,000 | $8,285-87.9% | $11,282-91.1% | $4,645-78.5% |