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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 | $192,422 | $85,766+124.4% | $136,298+41.2% | $70,126+174.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.20% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-53.9pp |
| Employer contribution / active EE | $8,015 | $2,966+170.2% | $4,696+70.7% | $2,343+242.1% |
| Participant deferral / active EE | $6,994 | $5,051+38.5% | $6,247+11.9% | $3,332+109.9% |
| Admin fee / account holder | $1,429 | $5,421-73.6% | $9,244-84.5% | $4,645-69.2% |