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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 | $141,908 | $85,171+66.6% | $172,753-17.9% | $72,976+94.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.73% | 27.32%-7.6pp | 803.00%-783.3pp | 81.02%-61.3pp |
| Employer contribution / active EE | $4,190 | $3,324+26.0% | $5,144-18.5% | $2,440+71.7% |
| Participant deferral / active EE | $6,703 | $3,260+105.6% | $5,198+29.0% | $3,608+85.8% |
| Admin fee / account holder | $7,307 | $5,880+24.3% | $13,956-47.6% | $5,124+42.6% |