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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 | $157,963 | $85,171+85.5% | $172,753-8.6% | $72,976+116.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.21% | 27.32%-6.1pp | 803.00%-781.8pp | 81.02%-59.8pp |
| Employer contribution / active EE | $5,242 | $3,324+57.7% | $5,144+1.9% | $2,440+114.8% |
| Participant deferral / active EE | $4,824 | $3,260+48.0% | $5,198-7.2% | $3,608+33.7% |
| Admin fee / account holder | $2,410 | $5,880-59.0% | $13,956-82.7% | $5,124-53.0% |