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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 | $98,177 | $85,766+14.5% | $136,298-28.0% | $70,126+40.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.73% | 31.46%-14.7pp | 5156.27%-5139.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $7,418 | $2,966+150.1% | $4,696+58.0% | $2,343+216.7% |
| Participant deferral / active EE | $5,589 | $5,051+10.6% | $6,247-10.5% | $3,332+67.7% |
| Admin fee / account holder | $1,773 | $5,421-67.3% | $9,244-80.8% | $4,645-61.8% |