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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 | $113,153 | $85,171+32.9% | $172,753-34.5% | $72,976+55.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.88% | 27.32%-7.4pp | 803.00%-783.1pp | 81.02%-61.1pp |
| Employer contribution / active EE | $2,520 | $3,324-24.2% | $5,144-51.0% | $2,440+3.3% |
| Participant deferral / active EE | $5,098 | $3,260+56.4% | $5,198-1.9% | $3,608+41.3% |
| Admin fee / account holder | $676 | $5,880-88.5% | $13,956-95.2% | $5,124-86.8% |