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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 | $181,612 | $85,766+111.8% | $136,298+33.2% | $70,126+159.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.55% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $10,356 | $2,966+249.1% | $4,696+120.5% | $2,343+342.1% |
| Participant deferral / active EE | $7,803 | $5,051+54.5% | $6,247+24.9% | $3,332+134.2% |
| Admin fee / account holder | $6,561 | $5,421+21.0% | $9,244-29.0% | $4,645+41.2% |