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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 | $159,310 | $85,766+85.7% | $136,298+16.9% | $70,126+127.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.85% | 31.46%-15.6pp | 5156.27%-5140.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $5,271 | $2,966+77.7% | $4,696+12.3% | $2,343+125.0% |
| Participant deferral / active EE | $9,050 | $5,051+79.2% | $6,247+44.9% | $3,332+171.6% |
| Admin fee / account holder | $28,806 | $5,421+431.4% | $9,244+211.6% | $4,645+520.1% |