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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 | $150,861 | $85,171+77.1% | $172,753-12.7% | $72,976+106.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.07% | 27.32%-6.3pp | 803.00%-781.9pp | 81.02%-59.9pp |
| Employer contribution / active EE | $6,254 | $3,324+88.2% | $5,144+21.6% | $2,440+156.3% |
| Participant deferral / active EE | $3,703 | $3,260+13.6% | $5,198-28.7% | $3,608+2.7% |
| Admin fee / account holder | $4,014 | $5,880-31.7% | $13,956-71.2% | $5,124-21.7% |