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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 | $155,133 | $85,171+82.1% | $172,753-10.2% | $72,976+112.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.15% | 27.32%-7.2pp | 803.00%-782.9pp | 81.02%-60.9pp |
| Employer contribution / active EE | $3,671 | $3,324+10.4% | $5,144-28.6% | $2,440+50.4% |
| Participant deferral / active EE | $5,300 | $3,260+62.6% | $5,198+2.0% | $3,608+46.9% |
| Admin fee / account holder | $4,134 | $5,880-29.7% | $13,956-70.4% | $5,124-19.3% |