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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 | $76,443 | $85,171-10.2% | $172,753-55.7% | $72,976+4.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.56% | 27.32%-2.8pp | 803.00%-778.4pp | 81.02%-56.5pp |
| Employer contribution / active EE | $3,689 | $3,324+11.0% | $5,144-28.3% | $2,440+51.2% |
| Participant deferral / active EE | $5,335 | $3,260+63.7% | $5,198+2.6% | $3,608+47.9% |
| Admin fee / account holder | $7,673 | $5,880+30.5% | $13,956-45.0% | $5,124+49.7% |