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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 | $112,411 | $85,171+32.0% | $172,753-34.9% | $72,976+54.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.65% | 27.32%-7.7pp | 803.00%-783.4pp | 81.02%-61.4pp |
| Employer contribution / active EE | $6,099 | $3,324+83.5% | $5,144+18.6% | $2,440+150.0% |
| Participant deferral / active EE | $3,334 | $3,260+2.3% | $5,198-35.9% | $3,608-7.6% |
| Admin fee / account holder | $3,753 | $5,880-36.2% | $13,956-73.1% | $5,124-26.8% |