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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 | $226,471 | $85,169+165.9% | $172,755+31.1% | $72,983+210.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.89% | 27.32%-6.4pp | 802.94%-782.0pp | 81.01%-60.1pp |
| Employer contribution / active EE | $4,845 | $3,324+45.8% | $5,144-5.8% | $2,440+98.6% |
| Participant deferral / active EE | $5,650 | $3,260+73.3% | $5,198+8.7% | $3,608+56.6% |
| Admin fee / account holder | $1,300 | $5,880-77.9% | $13,955-90.7% | $5,124-74.6% |