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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 | $102,020 | $85,171+19.8% | $172,753-40.9% | $72,976+39.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.56% | 27.32%-2.8pp | 803.00%-778.4pp | 81.02%-56.5pp |
| Employer contribution / active EE | $5,287 | $3,324+59.1% | $5,144+2.8% | $2,440+116.7% |
| Participant deferral / active EE | $3,770 | $3,260+15.6% | $5,198-27.5% | $3,608+4.5% |
| Admin fee / account holder | $1,397 | $5,880-76.2% | $13,956-90.0% | $5,124-72.7% |