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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 | $137,942 | $47,479+190.5% | $62,929+119.2% | $82,448+67.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 17.11% | 20.34%-3.2pp | 1063.93%-1046.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $6,569 | $1,885+248.4% | $2,505+162.3% | $2,551+157.5% |
| Participant deferral / active EE | $10,372 | $2,870+261.3% | $3,888+166.8% | $4,139+150.6% |
| Admin fee / account holder | $9,001 | $3,804+136.6% | $5,065+77.7% | $7,234+24.4% |