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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 | $73,189 | $85,171-14.1% | $172,753-57.6% | $72,976+0.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.48% | 27.32%-8.8pp | 803.00%-784.5pp | 81.02%-62.5pp |
| Employer contribution / active EE | $5,586 | $3,324+68.0% | $5,144+8.6% | $2,440+128.9% |
| Participant deferral / active EE | $4,846 | $3,260+48.7% | $5,198-6.8% | $3,608+34.3% |
| Admin fee / account holder | $363 | $5,880-93.8% | $13,956-97.4% | $5,124-92.9% |