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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 | $112,617 | $85,766+31.3% | $136,298-17.4% | $70,126+60.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.52% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $7,639 | $2,966+157.5% | $4,696+62.7% | $2,343+226.1% |
| Participant deferral / active EE | $8,509 | $5,051+68.5% | $6,247+36.2% | $3,332+155.4% |
| Admin fee / account holder | $948 | $5,421-82.5% | $9,244-89.7% | $4,645-79.6% |