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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 | $103,913 | $85,766+21.2% | $136,298-23.8% | $70,126+48.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.13% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $4,782 | $2,966+61.2% | $4,696+1.8% | $2,343+104.2% |
| Participant deferral / active EE | $2,946 | $5,051-41.7% | $6,247-52.8% | $3,332-11.6% |
| Admin fee / account holder | $404 | $5,421-92.5% | $9,244-95.6% | $4,645-91.3% |