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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 | $133,148 | $85,171+56.3% | $172,752-22.9% | $72,975+82.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.45% | 27.32%-0.9pp | 802.97%-776.5pp | 81.01%-54.6pp |
| Employer contribution / active EE | $6,493 | $3,324+95.3% | $5,144+26.2% | $2,440+166.1% |
| Participant deferral / active EE | $5,841 | $3,260+79.2% | $5,198+12.4% | $3,608+61.9% |
| Admin fee / account holder | $947 | $5,880-83.9% | $13,955-93.2% | $5,124-81.5% |