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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 | $183,807 | $85,171+115.8% | $172,752+6.4% | $72,975+151.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.99% | 27.32%-0.3pp | 802.97%-776.0pp | 81.01%-54.0pp |
| Employer contribution / active EE | $6,591 | $3,324+98.3% | $5,144+28.1% | $2,440+170.1% |
| Participant deferral / active EE | $4,132 | $3,260+26.8% | $5,198-20.5% | $3,608+14.5% |
| Admin fee / account holder | $1,936 | $5,880-67.1% | $13,955-86.1% | $5,124-62.2% |