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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 | $137,735 | $85,169+61.7% | $172,755-20.3% | $72,983+88.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.13% | 27.32%-11.2pp | 802.94%-786.8pp | 81.01%-64.9pp |
| Employer contribution / active EE | $3,646 | $3,324+9.7% | $5,144-29.1% | $2,440+49.4% |
| Participant deferral / active EE | $5,019 | $3,260+54.0% | $5,198-3.4% | $3,608+39.1% |
| Admin fee / account holder | $25,639 | $5,880+336.0% | $13,955+83.7% | $5,124+400.4% |