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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 | $156,047 | $100,033+56.0% | $149,716+4.2% | $70,124+122.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.84% | 27.43%-12.6pp | 1501.67%-1486.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,186 | $3,661-13.0% | $5,444-41.5% | $2,342+36.0% |
| Participant deferral / active EE | $6,572 | $4,982+31.9% | $6,568+0.1% | $3,332+97.3% |
| Admin fee / account holder | $556 | $8,285-93.3% | $11,282-95.1% | $4,645-88.0% |