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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 | $173,213 | $85,171+103.4% | $172,752+0.3% | $72,975+137.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.92% | 27.32%-4.4pp | 802.97%-780.1pp | 81.01%-58.1pp |
| Employer contribution / active EE | $5,585 | $3,324+68.0% | $5,144+8.6% | $2,440+128.9% |
| Participant deferral / active EE | $5,621 | $3,260+72.4% | $5,198+8.1% | $3,608+55.8% |
| Admin fee / account holder | $954 | $5,880-83.8% | $13,955-93.2% | $5,124-81.4% |