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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 | $140,665 | $85,766+64.0% | $136,298+3.2% | $70,126+100.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.79% | 31.46%-10.7pp | 5156.27%-5135.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $3,709 | $2,966+25.1% | $4,696-21.0% | $2,343+58.3% |
| Participant deferral / active EE | $12,646 | $5,051+150.4% | $6,247+102.4% | $3,332+279.6% |
| Admin fee / account holder | $9,069 | $5,421+67.3% | $9,244-1.9% | $4,645+95.2% |