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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 | $92,088 | $85,171+8.1% | $172,752-46.7% | $72,975+26.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.25% | 27.32%-7.1pp | 802.97%-782.7pp | 81.01%-60.8pp |
| Employer contribution / active EE | $6,779 | $3,324+103.9% | $5,144+31.8% | $2,440+177.8% |
| Participant deferral / active EE | $12,291 | $3,260+277.0% | $5,198+136.5% | $3,608+240.7% |
| Admin fee / account holder | $1,089 | $5,880-81.5% | $13,955-92.2% | $5,124-78.7% |