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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 | $176,559 | $85,171+107.3% | $172,753+2.2% | $72,976+141.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.10% | 27.32%-8.2pp | 803.00%-783.9pp | 81.02%-61.9pp |
| Employer contribution / active EE | $5,598 | $3,324+68.4% | $5,144+8.8% | $2,440+129.4% |
| Participant deferral / active EE | $3,489 | $3,260+7.0% | $5,198-32.9% | $3,608-3.3% |
| Admin fee / account holder | $874 | $5,880-85.1% | $13,956-93.7% | $5,124-82.9% |