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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 | $110,422 | $85,171+29.6% | $172,752-36.1% | $72,975+51.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.32% | 27.32%-4.0pp | 802.97%-779.6pp | 81.01%-57.7pp |
| Employer contribution / active EE | $4,868 | $3,324+46.5% | $5,144-5.4% | $2,440+99.5% |
| Participant deferral / active EE | $4,318 | $3,260+32.5% | $5,198-16.9% | $3,608+19.7% |
| Admin fee / account holder | $3,349 | $5,880-43.0% | $13,955-76.0% | $5,124-34.6% |