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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 | $120,753 | $85,171+41.8% | $172,753-30.1% | $72,976+65.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.40% | 27.32%-6.9pp | 803.00%-782.6pp | 81.02%-60.6pp |
| Employer contribution / active EE | $5,586 | $3,324+68.1% | $5,144+8.6% | $2,440+128.9% |
| Participant deferral / active EE | $5,633 | $3,260+72.8% | $5,198+8.4% | $3,608+56.2% |
| Admin fee / account holder | $3,733 | $5,880-36.5% | $13,956-73.3% | $5,124-27.1% |