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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 | $134,021 | $85,766+56.3% | $136,298-1.7% | $70,126+91.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.07% | 31.46%-8.4pp | 5156.27%-5133.2pp | 73.15%-50.1pp |
| Employer contribution / active EE | $4,931 | $2,966+66.3% | $4,696+5.0% | $2,343+110.5% |
| Participant deferral / active EE | $10,785 | $5,051+113.5% | $6,247+72.6% | $3,332+223.7% |
| Admin fee / account holder | $4,938 | $5,421-8.9% | $9,244-46.6% | $4,645+6.3% |