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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 | $120,393 | $63,346+90.1% | $92,240+30.5% | $70,126+71.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.95% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $2,436 | $2,471-1.4% | $3,680-33.8% | $2,343+4.0% |
| Participant deferral / active EE | $5,629 | $2,854+97.3% | $3,897+44.5% | $3,332+69.0% |
| Admin fee / account holder | $1,218 | $3,841-68.3% | $5,194-76.6% | $4,645-73.8% |