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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 | $161,927 | $85,171+90.1% | $172,752-6.3% | $72,975+121.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.64% | 27.32%-6.7pp | 802.97%-782.3pp | 81.01%-60.4pp |
| Employer contribution / active EE | $4,012 | $3,324+20.7% | $5,144-22.0% | $2,440+64.4% |
| Participant deferral / active EE | $5,035 | $3,260+54.5% | $5,198-3.1% | $3,608+39.6% |
| Admin fee / account holder | $1,052 | $5,880-82.1% | $13,955-92.5% | $5,124-79.5% |