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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 | $115,122 | $100,033+15.1% | $149,716-23.1% | $70,124+64.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.53% | 27.43%-10.9pp | 1501.67%-1485.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $6,831 | $3,661+86.6% | $5,444+25.5% | $2,342+191.6% |
| Participant deferral / active EE | $5,653 | $4,982+13.5% | $6,568-13.9% | $3,332+69.7% |
| Admin fee / account holder | $1,085 | $8,285-86.9% | $11,282-90.4% | $4,645-76.6% |