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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 | $139,197 | $85,171+63.4% | $172,752-19.4% | $72,975+90.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.25% | 27.32%-7.1pp | 802.97%-782.7pp | 81.01%-60.8pp |
| Employer contribution / active EE | $4,216 | $3,324+26.8% | $5,144-18.0% | $2,440+72.8% |
| Participant deferral / active EE | $4,785 | $3,260+46.8% | $5,198-7.9% | $3,608+32.6% |
| Admin fee / account holder | $2,317 | $5,880-60.6% | $13,955-83.4% | $5,124-54.8% |