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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 | $117,544 | $85,766+37.1% | $136,297-13.8% | $70,124+67.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.86% | 31.45%-15.6pp | 5156.19%-5140.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $10,990 | $2,966+270.5% | $4,696+134.1% | $2,342+369.2% |
| Participant deferral / active EE | $9,095 | $5,051+80.1% | $6,247+45.6% | $3,332+173.0% |
| Admin fee / account holder | $6,182 | $5,420+14.0% | $9,244-33.1% | $4,645+33.1% |