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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 | $160,327 | $85,171+88.2% | $172,752-7.2% | $72,975+119.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.93% | 27.32%-6.4pp | 802.97%-782.0pp | 81.01%-60.1pp |
| Employer contribution / active EE | $5,798 | $3,324+74.4% | $5,144+12.7% | $2,440+137.6% |
| Participant deferral / active EE | $5,243 | $3,260+60.8% | $5,198+0.9% | $3,608+45.3% |
| Admin fee / account holder | $6,772 | $5,880+15.2% | $13,955-51.5% | $5,124+32.2% |