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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 | $175,312 | $85,766+104.4% | $136,298+28.6% | $70,126+150.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.75% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $11,708 | $2,966+294.7% | $4,696+149.3% | $2,343+399.8% |
| Participant deferral / active EE | $9,130 | $5,051+80.7% | $6,247+46.1% | $3,332+174.0% |
| Admin fee / account holder | $1,171 | $5,421-78.4% | $9,244-87.3% | $4,645-74.8% |