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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 | $164,600 | $85,169+93.3% | $172,755-4.7% | $72,983+125.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.17% | 27.32%-5.2pp | 802.94%-780.8pp | 81.01%-58.8pp |
| Employer contribution / active EE | $7,785 | $3,324+134.2% | $5,144+51.3% | $2,440+219.1% |
| Participant deferral / active EE | $6,229 | $3,260+91.1% | $5,198+19.8% | $3,608+72.7% |
| Admin fee / account holder | $3,686 | $5,880-37.3% | $13,955-73.6% | $5,124-28.1% |