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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 | $106,498 | $85,766+24.2% | $136,297-21.9% | $70,131+51.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.34% | 31.45%-14.1pp | 5156.16%-5138.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $8,169 | $2,966+175.4% | $4,696+74.0% | $2,342+248.7% |
| Participant deferral / active EE | $12,409 | $5,051+145.7% | $6,247+98.6% | $3,332+272.4% |
| Admin fee / account holder | $1,234 | $5,420-77.2% | $9,244-86.6% | $4,645-73.4% |