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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 | $141,307 | $85,766+64.8% | $136,298+3.7% | $70,126+101.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.69% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $7,196 | $2,966+142.6% | $4,696+53.2% | $2,343+207.2% |
| Participant deferral / active EE | $6,305 | $5,051+24.8% | $6,247+0.9% | $3,332+89.2% |
| Admin fee / account holder | $3,112 | $5,421-42.6% | $9,244-66.3% | $4,645-33.0% |