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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 | $197,926 | $85,171+132.4% | $172,752+14.6% | $72,975+171.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.89% | 27.32%-7.4pp | 802.97%-783.1pp | 81.01%-61.1pp |
| Employer contribution / active EE | $5,377 | $3,324+61.8% | $5,144+4.5% | $2,440+120.4% |
| Participant deferral / active EE | $5,563 | $3,260+70.7% | $5,198+7.0% | $3,608+54.2% |
| Admin fee / account holder | $5,014 | $5,880-14.7% | $13,955-64.1% | $5,124-2.1% |