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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 | $140,031 | $85,171+64.4% | $172,752-18.9% | $72,975+91.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.05% | 27.32%-5.3pp | 802.97%-780.9pp | 81.01%-59.0pp |
| Employer contribution / active EE | $5,355 | $3,324+61.1% | $5,144+4.1% | $2,440+119.5% |
| Participant deferral / active EE | $3,946 | $3,260+21.1% | $5,198-24.1% | $3,608+9.4% |
| Admin fee / account holder | $1,730 | $5,880-70.6% | $13,955-87.6% | $5,124-66.2% |