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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 | $156,893 | $85,171+84.2% | $172,752-9.2% | $72,975+115.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.83% | 27.32%-5.5pp | 802.97%-781.1pp | 81.01%-59.2pp |
| Employer contribution / active EE | $3,027 | $3,324-8.9% | $5,144-41.2% | $2,440+24.0% |
| Participant deferral / active EE | $4,309 | $3,260+32.2% | $5,198-17.1% | $3,608+19.4% |
| Admin fee / account holder | $675 | $5,880-88.5% | $13,955-95.2% | $5,124-86.8% |