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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 | $72,220 | $85,171-15.2% | $172,752-58.2% | $72,975-1.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 37.29% | 27.32%+10.0pp | 802.97%-765.7pp | 81.01%-43.7pp |
| Employer contribution / active EE | $5,314 | $3,324+59.9% | $5,144+3.3% | $2,440+117.8% |
| Participant deferral / active EE | $4,419 | $3,260+35.6% | $5,198-15.0% | $3,608+22.5% |
| Admin fee / account holder | $5,536 | $5,880-5.9% | $13,955-60.3% | $5,124+8.0% |