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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 | $127,127 | $85,171+49.3% | $172,753-26.4% | $72,976+74.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.85% | 27.32%-2.5pp | 803.00%-778.2pp | 81.02%-56.2pp |
| Employer contribution / active EE | $7,388 | $3,324+122.3% | $5,144+43.6% | $2,440+202.8% |
| Participant deferral / active EE | $5,225 | $3,260+60.3% | $5,198+0.5% | $3,608+44.8% |
| Admin fee / account holder | $2,028 | $5,880-65.5% | $13,956-85.5% | $5,124-60.4% |