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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 | $119,991 | $100,060+19.9% | $149,721-19.9% | $70,126+71.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.83% | 27.46%-9.6pp | 1501.67%-1483.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $4,548 | $3,661+24.2% | $5,444-16.5% | $2,343+94.2% |
| Participant deferral / active EE | $12,814 | $4,982+157.2% | $6,568+95.1% | $3,332+284.6% |
| Admin fee / account holder | $5,174 | $8,285-37.5% | $11,282-54.1% | $4,645+11.4% |