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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 | $128,266 | $85,766+49.6% | $136,298-5.9% | $70,126+82.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 44.58% | 31.46%+13.1pp | 5156.27%-5111.7pp | 73.15%-28.6pp |
| Employer contribution / active EE | $7,856 | $2,966+164.9% | $4,696+67.3% | $2,343+235.4% |
| Participant deferral / active EE | $7,741 | $5,051+53.2% | $6,247+23.9% | $3,332+132.3% |
| Admin fee / account holder | $6,545 | $5,421+20.7% | $9,244-29.2% | $4,645+40.9% |