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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 | $168,728 | $85,766+96.7% | $136,298+23.8% | $70,126+140.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.42% | 31.46%-11.0pp | 5156.27%-5135.9pp | 73.15%-52.7pp |
| Employer contribution / active EE | $2,420 | $2,966-18.4% | $4,696-48.5% | $2,343+3.3% |
| Participant deferral / active EE | $6,383 | $5,051+26.4% | $6,247+2.2% | $3,332+91.6% |
| Admin fee / account holder | $14,161 | $5,421+161.2% | $9,244+53.2% | $4,645+204.8% |