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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 | $141,700 | $85,171+66.4% | $172,753-18.0% | $72,976+94.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.23% | 27.32%-1.1pp | 803.00%-776.8pp | 81.02%-54.8pp |
| Employer contribution / active EE | $5,574 | $3,324+67.7% | $5,144+8.4% | $2,440+128.4% |
| Participant deferral / active EE | $5,863 | $3,260+79.8% | $5,198+12.8% | $3,608+62.5% |
| Admin fee / account holder | $1,703 | $5,880-71.0% | $13,956-87.8% | $5,124-66.8% |