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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 | $75,899 | $85,169-10.9% | $172,755-56.1% | $72,983+4.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.53% | 27.32%-4.8pp | 802.94%-780.4pp | 81.01%-58.5pp |
| Employer contribution / active EE | $4,429 | $3,324+33.3% | $5,144-13.9% | $2,440+81.5% |
| Participant deferral / active EE | $2,727 | $3,260-16.3% | $5,198-47.5% | $3,608-24.4% |
| Admin fee / account holder | $1,020 | $5,880-82.7% | $13,955-92.7% | $5,124-80.1% |