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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 | $40,143 | $85,171-52.9% | $172,753-76.8% | $72,976-45.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.75% | 27.32%-3.6pp | 803.00%-779.3pp | 81.02%-57.3pp |
| Employer contribution / active EE | $5,533 | $3,324+66.5% | $5,144+7.6% | $2,440+126.8% |
| Participant deferral / active EE | $3,437 | $3,260+5.4% | $5,198-33.9% | $3,608-4.7% |
| Admin fee / account holder | $584 | $5,880-90.1% | $13,956-95.8% | $5,124-88.6% |