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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 | $138,118 | $85,766+61.0% | $136,298+1.3% | $70,126+97.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.69% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $7,497 | $2,966+152.8% | $4,696+59.7% | $2,343+220.1% |
| Participant deferral / active EE | $6,493 | $5,051+28.5% | $6,247+3.9% | $3,332+94.9% |
| Admin fee / account holder | $3,486 | $5,421-35.7% | $9,244-62.3% | $4,645-25.0% |