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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 | $161,679 | $85,766+88.5% | $136,295+18.6% | $70,131+130.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.50% | 31.45%-11.0pp | 5155.97%-5135.5pp | 73.14%-52.6pp |
| Employer contribution / active EE | $4,087 | $2,966+37.8% | $4,695-13.0% | $2,342+74.5% |
| Participant deferral / active EE | $6,809 | $5,051+34.8% | $6,247+9.0% | $3,332+104.4% |
| Admin fee / account holder | $1,434 | $5,420-73.5% | $9,243-84.5% | $4,645-69.1% |