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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 | $111,917 | $85,171+31.4% | $172,752-35.2% | $72,975+53.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.43% | 27.32%-8.9pp | 802.97%-784.5pp | 81.01%-62.6pp |
| Employer contribution / active EE | $6,004 | $3,324+80.6% | $5,144+16.7% | $2,440+146.1% |
| Participant deferral / active EE | $5,142 | $3,260+57.7% | $5,198-1.1% | $3,608+42.5% |
| Admin fee / account holder | $6,293 | $5,880+7.0% | $13,955-54.9% | $5,124+22.8% |