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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 | $118,067 | $85,766+37.7% | $136,298-13.4% | $70,126+68.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.69% | 31.46%-12.8pp | 5156.27%-5137.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $6,290 | $2,966+112.1% | $4,696+34.0% | $2,343+168.5% |
| Participant deferral / active EE | $8,976 | $5,051+77.7% | $6,247+43.7% | $3,332+169.4% |
| Admin fee / account holder | $3,875 | $5,421-28.5% | $9,244-58.1% | $4,645-16.6% |