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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 | $149,553 | $85,171+75.6% | $172,752-13.4% | $72,975+104.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.05% | 27.32%-0.3pp | 802.97%-775.9pp | 81.01%-54.0pp |
| Employer contribution / active EE | $4,772 | $3,324+43.6% | $5,144-7.2% | $2,440+95.6% |
| Participant deferral / active EE | $4,911 | $3,260+50.6% | $5,198-5.5% | $3,608+36.1% |
| Admin fee / account holder | $4,464 | $5,880-24.1% | $13,955-68.0% | $5,124-12.9% |