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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 | $87,591 | $85,171+2.8% | $172,753-49.3% | $72,976+20.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.38% | 27.32%-3.9pp | 803.00%-779.6pp | 81.02%-57.6pp |
| Employer contribution / active EE | $5,530 | $3,324+66.4% | $5,144+7.5% | $2,440+126.6% |
| Participant deferral / active EE | $4,634 | $3,260+42.1% | $5,198-10.9% | $3,608+28.4% |
| Admin fee / account holder | $4,343 | $5,880-26.1% | $13,956-68.9% | $5,124-15.2% |