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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 | $125,312 | $85,766+46.1% | $136,297-8.1% | $70,131+78.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.35% | 31.45%-11.1pp | 5156.16%-5135.8pp | 73.14%-52.8pp |
| Employer contribution / active EE | $11,652 | $2,966+292.9% | $4,696+148.2% | $2,342+397.4% |
| Participant deferral / active EE | $9,096 | $5,051+80.1% | $6,247+45.6% | $3,332+173.0% |
| Admin fee / account holder | $2,061 | $5,420-62.0% | $9,244-77.7% | $4,645-55.6% |