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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 | $174,578 | $85,766+103.6% | $136,298+28.1% | $70,126+148.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.48% | 31.46%-9.0pp | 5156.27%-5133.8pp | 73.15%-50.7pp |
| Employer contribution / active EE | $6,179 | $2,966+108.3% | $4,696+31.6% | $2,343+163.8% |
| Participant deferral / active EE | $6,554 | $5,051+29.7% | $6,247+4.9% | $3,332+96.7% |
| Admin fee / account holder | $4,918 | $5,421-9.3% | $9,244-46.8% | $4,645+5.9% |