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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 | $139,069 | $85,766+62.1% | $136,298+2.0% | $70,126+98.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.61% | 31.46%-8.8pp | 5156.27%-5133.7pp | 73.15%-50.5pp |
| Employer contribution / active EE | $3,377 | $2,966+13.9% | $4,696-28.1% | $2,343+44.2% |
| Participant deferral / active EE | $7,704 | $5,051+52.5% | $6,247+23.3% | $3,332+131.2% |
| Admin fee / account holder | $4,508 | $5,421-16.8% | $9,244-51.2% | $4,645-3.0% |