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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 | $145,983 | $85,171+71.4% | $172,753-15.5% | $72,976+100.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.23% | 27.32%-3.1pp | 803.00%-778.8pp | 81.02%-56.8pp |
| Employer contribution / active EE | $6,919 | $3,324+108.1% | $5,144+34.5% | $2,440+183.5% |
| Participant deferral / active EE | $6,660 | $3,260+104.3% | $5,198+28.1% | $3,608+84.6% |
| Admin fee / account holder | $1,365 | $5,880-76.8% | $13,956-90.2% | $5,124-73.4% |