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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 | $119,300 | $75,962+57.1% | $154,108-22.6% | $64,173+85.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 10.15% | 30.32%-20.2pp | 735.21%-725.1pp | 7.63%+2.5pp |
| Employer contribution / active EE | $5,988 | $3,350+78.8% | $5,298+13.0% | $2,381+151.5% |
| Participant deferral / active EE | $4,994 | $3,175+57.3% | $5,081-1.7% | $3,470+43.9% |
| Admin fee / account holder | $2,272 | $5,589-59.3% | $13,411-83.1% | $4,887-53.5% |