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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 | $198,922 | $85,766+131.9% | $136,298+45.9% | $70,126+183.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.03% | 31.46%-12.4pp | 5156.27%-5137.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $8,122 | $2,966+173.8% | $4,696+73.0% | $2,343+246.7% |
| Participant deferral / active EE | $5,939 | $5,051+17.6% | $6,247-4.9% | $3,332+78.3% |
| Admin fee / account holder | $3,079 | $5,421-43.2% | $9,244-66.7% | $4,645-33.7% |