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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 | $180,589 | $85,766+110.6% | $136,298+32.5% | $70,126+157.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.21% | 31.46%-16.2pp | 5156.27%-5141.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $3,250 | $2,966+9.6% | $4,696-30.8% | $2,343+38.7% |
| Participant deferral / active EE | $6,444 | $5,051+27.6% | $6,247+3.1% | $3,332+93.4% |
| Admin fee / account holder | $6,617 | $5,421+22.1% | $9,244-28.4% | $4,645+42.4% |