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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 | $109,053 | $85,171+28.0% | $172,752-36.9% | $72,975+49.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 74.84% | 27.32%+47.5pp | 802.97%-728.1pp | 81.01%-6.2pp |
| Employer contribution / active EE | $1,259 | $3,324-62.1% | $5,144-75.5% | $2,440-48.4% |
| Participant deferral / active EE | $5,119 | $3,260+57.0% | $5,198-1.5% | $3,608+41.9% |
| Admin fee / account holder | $1,596 | $5,880-72.9% | $13,955-88.6% | $5,124-68.8% |