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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 | $103,937 | $85,171+22.0% | $172,752-39.8% | $72,975+42.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.85% | 27.32%-10.5pp | 802.97%-786.1pp | 81.01%-64.2pp |
| Employer contribution / active EE | $4,893 | $3,324+47.2% | $5,144-4.9% | $2,440+100.5% |
| Participant deferral / active EE | $3,590 | $3,260+10.1% | $5,198-30.9% | $3,608-0.5% |
| Admin fee / account holder | $9,844 | $5,880+67.4% | $13,955-29.5% | $5,124+92.1% |