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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 | $159,280 | $85,766+85.7% | $136,298+16.9% | $70,126+127.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.34% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $5,921 | $2,966+99.6% | $4,696+26.1% | $2,343+152.8% |
| Participant deferral / active EE | $7,905 | $5,051+56.5% | $6,247+26.5% | $3,332+137.2% |
| Admin fee / account holder | $12,284 | $5,421+126.6% | $9,244+32.9% | $4,645+164.4% |