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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 | $139,114 | $85,766+62.2% | $136,298+2.1% | $70,126+98.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.54% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $7,699 | $2,966+159.6% | $4,696+64.0% | $2,343+228.6% |
| Participant deferral / active EE | $11,420 | $5,051+126.1% | $6,247+82.8% | $3,332+242.8% |
| Admin fee / account holder | $1,190 | $5,421-78.0% | $9,244-87.1% | $4,645-74.4% |