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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 | $189,103 | $85,171+122.0% | $172,753+9.5% | $72,976+159.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.09% | 27.32%-3.2pp | 803.00%-778.9pp | 81.02%-56.9pp |
| Employer contribution / active EE | $4,820 | $3,324+45.0% | $5,144-6.3% | $2,440+97.6% |
| Participant deferral / active EE | $3,758 | $3,260+15.3% | $5,198-27.7% | $3,608+4.2% |
| Admin fee / account holder | $1,168 | $5,880-80.1% | $13,956-91.6% | $5,124-77.2% |