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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 | $199,908 | $85,766+133.1% | $136,298+46.7% | $70,126+185.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.12% | 31.46%-16.3pp | 5156.27%-5141.2pp | 73.15%-58.0pp |
| Employer contribution / active EE | $4,969 | $2,966+67.5% | $4,696+5.8% | $2,343+112.1% |
| Participant deferral / active EE | $2,944 | $5,051-41.7% | $6,247-52.9% | $3,332-11.6% |
| Admin fee / account holder | $7,998 | $5,421+47.5% | $9,244-13.5% | $4,645+72.2% |