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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 | $120,823 | $85,171+41.9% | $172,752-30.1% | $72,975+65.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.70% | 27.32%-6.6pp | 802.97%-782.3pp | 81.01%-60.3pp |
| Employer contribution / active EE | $6,092 | $3,324+83.3% | $5,144+18.4% | $2,440+149.7% |
| Participant deferral / active EE | $4,996 | $3,260+53.3% | $5,198-3.9% | $3,608+38.5% |
| Admin fee / account holder | $11,413 | $5,880+94.1% | $13,955-18.2% | $5,124+122.7% |