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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 | $186,388 | $85,766+117.3% | $136,298+36.7% | $70,126+165.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.18% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $5,290 | $2,966+78.3% | $4,696+12.7% | $2,343+125.8% |
| Participant deferral / active EE | $7,920 | $5,051+56.8% | $6,247+26.8% | $3,332+137.7% |
| Admin fee / account holder | $2,099 | $5,421-61.3% | $9,244-77.3% | $4,645-54.8% |