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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 | $85,206+109.0% | $172,745+3.1% | $72,986+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 | 802.90%-782.8pp | 81.01%-60.9pp |
| Employer contribution / active EE | $5,623 | $3,325+69.1% | $5,144+9.3% | $2,440+130.4% |
| Participant deferral / active EE | $4,060 | $3,260+24.5% | $5,197-21.9% | $3,607+12.6% |
| Admin fee / account holder | $8,136 | $5,883+38.3% | $13,954-41.7% | $5,124+58.8% |