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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 | $155,138 | $85,171+82.1% | $172,753-10.2% | $72,976+112.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.57% | 27.32%-6.8pp | 803.00%-782.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $7,900 | $3,324+137.7% | $5,144+53.6% | $2,440+223.8% |
| Participant deferral / active EE | $4,325 | $3,260+32.7% | $5,198-16.8% | $3,608+19.9% |
| Admin fee / account holder | $382 | $5,880-93.5% | $13,956-97.3% | $5,124-92.5% |