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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 | $121,373 | $85,766+41.5% | $136,297-10.9% | $70,124+73.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 26.24% | 31.45%-5.2pp | 5156.19%-5130.0pp | 73.14%-46.9pp |
| Employer contribution / active EE | $6,703 | $2,966+126.0% | $4,696+42.8% | $2,342+186.1% |
| Participant deferral / active EE | $7,642 | $5,051+51.3% | $6,247+22.3% | $3,332+129.4% |
| Admin fee / account holder | $5,076 | $5,420-6.4% | $9,244-45.1% | $4,645+9.3% |