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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 | $69,738 | $85,171-18.1% | $172,752-59.6% | $72,975-4.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.98% | 27.32%-3.3pp | 802.97%-779.0pp | 81.01%-57.0pp |
| Employer contribution / active EE | $4,267 | $3,324+28.4% | $5,144-17.1% | $2,440+74.9% |
| Participant deferral / active EE | $7,864 | $3,260+141.2% | $5,198+51.3% | $3,608+118.0% |
| Admin fee / account holder | $5,773 | $5,880-1.8% | $13,955-58.6% | $5,124+12.7% |