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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 | $191,259 | $85,171+124.6% | $172,753+10.7% | $72,976+162.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.03% | 27.32%-7.3pp | 803.00%-783.0pp | 81.02%-61.0pp |
| Employer contribution / active EE | $5,844 | $3,324+75.8% | $5,144+13.6% | $2,440+139.5% |
| Participant deferral / active EE | $4,235 | $3,260+29.9% | $5,198-18.5% | $3,608+17.4% |
| Admin fee / account holder | $490 | $5,880-91.7% | $13,956-96.5% | $5,124-90.4% |