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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 | $178,052 | $85,171+109.1% | $172,753+3.1% | $72,976+144.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.11% | 27.32%-7.2pp | 803.00%-782.9pp | 81.02%-60.9pp |
| Employer contribution / active EE | $5,623 | $3,324+69.2% | $5,144+9.3% | $2,440+130.4% |
| Participant deferral / active EE | $4,060 | $3,260+24.6% | $5,198-21.9% | $3,608+12.5% |
| Admin fee / account holder | $8,136 | $5,880+38.4% | $13,956-41.7% | $5,124+58.8% |