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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 | $95,302 | $85,171+11.9% | $172,752-44.8% | $72,975+30.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.49% | 27.32%-8.8pp | 802.97%-784.5pp | 81.01%-62.5pp |
| Employer contribution / active EE | $7,692 | $3,324+131.4% | $5,144+49.5% | $2,440+215.2% |
| Participant deferral / active EE | $5,204 | $3,260+59.6% | $5,198+0.1% | $3,608+44.2% |
| Admin fee / account holder | $1,079 | $5,880-81.7% | $13,955-92.3% | $5,124-78.9% |