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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 | $147,187 | $85,171+72.8% | $172,753-14.8% | $72,976+101.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.72% | 27.32%-6.6pp | 803.00%-782.3pp | 81.02%-60.3pp |
| Employer contribution / active EE | $6,022 | $3,324+81.2% | $5,144+17.1% | $2,440+146.8% |
| Participant deferral / active EE | $5,393 | $3,260+65.4% | $5,198+3.8% | $3,608+49.5% |
| Admin fee / account holder | $1,029 | $5,880-82.5% | $13,956-92.6% | $5,124-79.9% |