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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 | $192,458 | $85,171+126.0% | $172,752+11.4% | $72,975+163.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.49% | 27.32%-5.8pp | 802.97%-781.5pp | 81.01%-59.5pp |
| Employer contribution / active EE | $5,839 | $3,324+75.6% | $5,144+13.5% | $2,440+139.3% |
| Participant deferral / active EE | $5,346 | $3,260+64.0% | $5,198+2.9% | $3,608+48.2% |
| Admin fee / account holder | $519 | $5,880-91.2% | $13,955-96.3% | $5,124-89.9% |