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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 | $141,614 | $85,171+66.3% | $172,752-18.0% | $72,975+94.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.01% | 27.32%-10.3pp | 802.97%-786.0pp | 81.01%-64.0pp |
| Employer contribution / active EE | $5,978 | $3,324+79.8% | $5,144+16.2% | $2,440+145.0% |
| Participant deferral / active EE | $3,136 | $3,260-3.8% | $5,198-39.7% | $3,608-13.1% |
| Admin fee / account holder | $1,376 | $5,880-76.6% | $13,955-90.1% | $5,124-73.2% |