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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 | $115,584 | $85,171+35.7% | $172,753-33.1% | $72,976+58.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.89% | 27.32%-5.4pp | 803.00%-781.1pp | 81.02%-59.1pp |
| Employer contribution / active EE | $6,795 | $3,324+104.4% | $5,144+32.1% | $2,440+178.5% |
| Participant deferral / active EE | $6,383 | $3,260+95.8% | $5,198+22.8% | $3,608+76.9% |
| Admin fee / account holder | $5,428 | $5,880-7.7% | $13,956-61.1% | $5,124+5.9% |