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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 | $125,358 | $85,171+47.2% | $172,753-27.4% | $72,976+71.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.48% | 27.32%-5.8pp | 803.00%-781.5pp | 81.02%-59.5pp |
| Employer contribution / active EE | $7,544 | $3,324+126.9% | $5,144+46.7% | $2,440+209.2% |
| Participant deferral / active EE | $5,159 | $3,260+58.3% | $5,198-0.7% | $3,608+43.0% |
| Admin fee / account holder | $10,250 | $5,880+74.3% | $13,956-26.6% | $5,124+100.0% |