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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 | $122,519 | $85,766+42.9% | $136,298-10.1% | $70,126+74.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.77% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $12,718 | $2,966+328.8% | $4,696+170.9% | $2,343+442.9% |
| Participant deferral / active EE | $9,970 | $5,051+97.4% | $6,247+59.6% | $3,332+199.2% |
| Admin fee / account holder | $989 | $5,421-81.8% | $9,244-89.3% | $4,645-78.7% |