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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 | $90,151 | $85,171+5.8% | $172,753-47.8% | $72,976+23.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.72% | 27.32%-7.6pp | 803.00%-783.3pp | 81.02%-61.3pp |
| Employer contribution / active EE | $9,040 | $3,324+172.0% | $5,144+75.8% | $2,440+270.5% |
| Participant deferral / active EE | $7,235 | $3,260+121.9% | $5,198+39.2% | $3,608+100.6% |
| Admin fee / account holder | $5,743 | $5,880-2.3% | $13,956-58.8% | $5,124+12.1% |