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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 | $140,452 | $85,766+63.8% | $136,298+3.0% | $70,126+100.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.09% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $9,101 | $2,966+206.8% | $4,696+93.8% | $2,343+288.5% |
| Participant deferral / active EE | $8,839 | $5,051+75.0% | $6,247+41.5% | $3,332+165.3% |
| Admin fee / account holder | $6,845 | $5,421+26.3% | $9,244-26.0% | $4,645+47.3% |