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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 | $162,143 | $85,171+90.4% | $172,752-6.1% | $72,975+122.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.82% | 27.32%-7.5pp | 802.97%-783.2pp | 81.01%-61.2pp |
| Employer contribution / active EE | $3,748 | $3,324+12.7% | $5,144-27.1% | $2,440+53.6% |
| Participant deferral / active EE | $5,401 | $3,260+65.7% | $5,198+3.9% | $3,608+49.7% |
| Admin fee / account holder | $19,904 | $5,880+238.5% | $13,955+42.6% | $5,124+288.4% |