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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 | $109,981 | $85,171+29.1% | $172,752-36.3% | $72,975+50.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.05% | 27.32%-2.3pp | 802.97%-777.9pp | 81.01%-56.0pp |
| Employer contribution / active EE | $6,754 | $3,324+103.2% | $5,144+31.3% | $2,440+176.8% |
| Participant deferral / active EE | $6,007 | $3,260+84.3% | $5,198+15.6% | $3,608+66.5% |
| Admin fee / account holder | $3,556 | $5,880-39.5% | $13,955-74.5% | $5,124-30.6% |