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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 | $154,007 | $85,171+80.8% | $172,752-10.9% | $72,975+111.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.52% | 27.32%-6.8pp | 802.97%-782.5pp | 81.01%-60.5pp |
| Employer contribution / active EE | $7,139 | $3,324+114.8% | $5,144+38.8% | $2,440+192.6% |
| Participant deferral / active EE | $6,612 | $3,260+102.8% | $5,198+27.2% | $3,608+83.3% |
| Admin fee / account holder | $3,585 | $5,880-39.0% | $13,955-74.3% | $5,124-30.0% |