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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 | $169,149 | $85,766+97.2% | $136,295+24.1% | $70,131+141.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.03% | 31.45%-14.4pp | 5155.97%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $15,530 | $2,966+423.6% | $4,695+230.8% | $2,342+563.0% |
| Participant deferral / active EE | $4,937 | $5,051-2.3% | $6,247-21.0% | $3,332+48.2% |
| Admin fee / account holder | $8,138 | $5,420+50.1% | $9,243-12.0% | $4,645+75.2% |