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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 | $225,501 | $85,766+162.9% | $136,297+65.4% | $70,124+221.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.82% | 31.45%-12.6pp | 5156.19%-5137.4pp | 73.14%-54.3pp |
| Employer contribution / active EE | $8,887 | $2,966+199.6% | $4,696+89.3% | $2,342+279.4% |
| Participant deferral / active EE | $8,896 | $5,051+76.1% | $6,247+42.4% | $3,332+167.0% |
| Admin fee / account holder | $4,524 | $5,420-16.5% | $9,244-51.1% | $4,645-2.6% |