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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 | $97,988 | $85,171+15.0% | $172,752-43.3% | $72,975+34.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.02% | 27.32%-5.3pp | 802.97%-781.0pp | 81.01%-59.0pp |
| Employer contribution / active EE | $7,636 | $3,324+129.7% | $5,144+48.4% | $2,440+212.9% |
| Participant deferral / active EE | $4,779 | $3,260+46.6% | $5,198-8.1% | $3,608+32.5% |
| Admin fee / account holder | $4,809 | $5,880-18.2% | $13,955-65.5% | $5,124-6.1% |