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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 | $152,579 | $85,766+77.9% | $136,297+11.9% | $70,131+117.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.77% | 31.45%-12.7pp | 5156.16%-5137.4pp | 73.14%-54.4pp |
| Employer contribution / active EE | $7,778 | $2,966+162.2% | $4,696+65.6% | $2,342+232.0% |
| Participant deferral / active EE | $7,947 | $5,051+57.3% | $6,247+27.2% | $3,332+138.5% |
| Admin fee / account holder | $1,659 | $5,420-69.4% | $9,244-82.1% | $4,645-64.3% |