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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 | $165,997 | $85,171+94.9% | $172,752-3.9% | $72,975+127.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.68% | 27.32%-8.6pp | 802.97%-784.3pp | 81.01%-62.3pp |
| Employer contribution / active EE | $3,532 | $3,324+6.2% | $5,144-31.3% | $2,440+44.7% |
| Participant deferral / active EE | $39,843 | $3,260+1122.2% | $5,198+666.5% | $3,608+1004.4% |
| Admin fee / account holder | $26,358 | $5,880+348.2% | $13,955+88.9% | $5,124+414.4% |