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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 | $125,660 | $100,060+25.6% | $149,721-16.1% | $70,126+79.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.80% | 27.46%-10.7pp | 1501.67%-1484.9pp | 73.15%-56.3pp |
| Employer contribution / active EE | $2,406 | $3,661-34.3% | $5,444-55.8% | $2,343+2.7% |
| Participant deferral / active EE | $12,029 | $4,982+141.4% | $6,568+83.1% | $3,332+261.0% |
| Admin fee / account holder | $8,542 | $8,285+3.1% | $11,282-24.3% | $4,645+83.9% |