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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 | $82,480 | $63,346+30.2% | $92,240-10.6% | $70,126+17.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.12% | 530.19%-516.1pp | 176.29%-162.2pp | 73.15%-59.0pp |
| Employer contribution / active EE | $9,926 | $2,471+301.7% | $3,680+169.8% | $2,343+323.7% |
| Participant deferral / active EE | $5,704 | $2,854+99.9% | $3,897+46.4% | $3,332+71.2% |
| Admin fee / account holder | $4,858 | $3,841+26.5% | $5,194-6.5% | $4,645+4.6% |