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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 | $56,302 | $85,171-33.9% | $172,752-67.4% | $72,975-22.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.60% | 27.32%-3.7pp | 802.97%-779.4pp | 81.01%-57.4pp |
| Employer contribution / active EE | $6,636 | $3,324+99.6% | $5,144+29.0% | $2,440+171.9% |
| Participant deferral / active EE | $6,165 | $3,260+89.1% | $5,198+18.6% | $3,608+70.9% |
| Admin fee / account holder | $10,167 | $5,880+72.9% | $13,955-27.1% | $5,124+98.4% |