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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 | $122,518 | $85,171+43.8% | $172,753-29.1% | $72,976+67.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.32% | 27.32%-7.0pp | 803.00%-782.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $3,941 | $3,324+18.6% | $5,144-23.4% | $2,440+61.5% |
| Participant deferral / active EE | $7,133 | $3,260+118.8% | $5,198+37.2% | $3,608+97.7% |
| Admin fee / account holder | $15,574 | $5,880+164.9% | $13,956+11.6% | $5,124+203.9% |