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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 | $239,271 | $85,766+179.0% | $136,297+75.6% | $70,124+241.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.52% | 31.45%-15.9pp | 5156.19%-5140.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $9,365 | $2,966+215.7% | $4,696+99.4% | $2,342+299.8% |
| Participant deferral / active EE | $8,356 | $5,051+65.4% | $6,247+33.8% | $3,332+150.8% |
| Admin fee / account holder | $900 | $5,420-83.4% | $9,244-90.3% | $4,645-80.6% |