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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 | $113,695 | $85,171+33.5% | $172,753-34.2% | $72,976+55.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.35% | 27.32%-6.0pp | 803.00%-781.7pp | 81.02%-59.7pp |
| Employer contribution / active EE | $5,430 | $3,324+63.4% | $5,144+5.6% | $2,440+122.5% |
| Participant deferral / active EE | $4,788 | $3,260+46.9% | $5,198-7.9% | $3,608+32.7% |
| Admin fee / account holder | $2,496 | $5,880-57.6% | $13,956-82.1% | $5,124-51.3% |