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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 | $138,832 | $85,171+63.0% | $172,752-19.6% | $72,975+90.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.07% | 27.32%-8.3pp | 802.97%-783.9pp | 81.01%-61.9pp |
| Employer contribution / active EE | $3,833 | $3,324+15.3% | $5,144-25.5% | $2,440+57.1% |
| Participant deferral / active EE | $5,676 | $3,260+74.1% | $5,198+9.2% | $3,608+57.3% |
| Admin fee / account holder | $3,291 | $5,880-44.0% | $13,955-76.4% | $5,124-35.8% |