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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 | $164,133 | $85,171+92.7% | $172,753-5.0% | $72,976+124.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.02% | 27.32%-6.3pp | 803.00%-782.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $4,984 | $3,324+49.9% | $5,144-3.1% | $2,440+104.2% |
| Participant deferral / active EE | $4,822 | $3,260+47.9% | $5,198-7.2% | $3,608+33.7% |
| Admin fee / account holder | $3,590 | $5,880-38.9% | $13,956-74.3% | $5,124-29.9% |