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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 | $170,520 | $100,041+70.4% | $149,718+13.9% | $70,131+143.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.74% | 27.43%-9.7pp | 1501.67%-1483.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $4,816 | $3,662+31.5% | $5,445-11.6% | $2,342+105.6% |
| Participant deferral / active EE | $13,542 | $4,983+171.8% | $6,569+106.2% | $3,332+306.4% |
| Admin fee / account holder | $488 | $8,286-94.1% | $11,283-95.7% | $4,645-89.5% |