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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 | $92,432 | $85,171+8.5% | $172,752-46.5% | $72,975+26.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.22% | 27.32%-3.1pp | 802.97%-778.7pp | 81.01%-56.8pp |
| Employer contribution / active EE | $8,287 | $3,324+149.3% | $5,144+61.1% | $2,440+239.6% |
| Participant deferral / active EE | $4,278 | $3,260+31.2% | $5,198-17.7% | $3,608+18.6% |
| Admin fee / account holder | $1,355 | $5,880-77.0% | $13,955-90.3% | $5,124-73.6% |