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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 | $148,404 | $85,171+74.2% | $172,753-14.1% | $72,976+103.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.92% | 27.32%-10.4pp | 803.00%-786.1pp | 81.02%-64.1pp |
| Employer contribution / active EE | $5,968 | $3,324+79.5% | $5,144+16.0% | $2,440+144.6% |
| Participant deferral / active EE | $3,583 | $3,260+9.9% | $5,198-31.1% | $3,608-0.7% |
| Admin fee / account holder | $340 | $5,880-94.2% | $13,956-97.6% | $5,124-93.4% |