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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 | $96,623 | $85,766+12.7% | $136,297-29.1% | $70,131+37.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.16% | 31.45%-12.3pp | 5156.16%-5137.0pp | 73.14%-54.0pp |
| Employer contribution / active EE | $6,977 | $2,966+135.2% | $4,696+48.6% | $2,342+197.8% |
| Participant deferral / active EE | $5,236 | $5,051+3.6% | $6,247-16.2% | $3,332+57.1% |
| Admin fee / account holder | $2,701 | $5,420-50.2% | $9,244-70.8% | $4,645-41.9% |