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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 | $129,759 | $85,766+51.3% | $136,298-4.8% | $70,126+85.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.79% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $4,695 | $2,966+58.3% | $4,6960% | $2,343+100.4% |
| Participant deferral / active EE | $6,014 | $5,051+19.1% | $6,247-3.7% | $3,332+80.5% |
| Admin fee / account holder | $1,800 | $5,421-66.8% | $9,244-80.5% | $4,645-61.2% |