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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 | $98,665 | $85,169+15.8% | $172,755-42.9% | $72,983+35.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.13% | 27.32%-5.2pp | 802.94%-780.8pp | 81.01%-58.9pp |
| Employer contribution / active EE | $7,686 | $3,324+131.3% | $5,144+49.4% | $2,440+215.0% |
| Participant deferral / active EE | $5,886 | $3,260+80.6% | $5,198+13.2% | $3,608+63.2% |
| Admin fee / account holder | $90,998 | $5,880+1447.5% | $13,955+552.1% | $5,124+1675.9% |