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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 | $113,952 | $85,171+33.8% | $172,752-34.0% | $72,975+56.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 60.67% | 27.32%+33.3pp | 802.97%-742.3pp | 81.01%-20.3pp |
| Employer contribution / active EE | $4,071 | $3,324+22.5% | $5,144-20.9% | $2,440+66.8% |
| Participant deferral / active EE | $3,457 | $3,260+6.0% | $5,198-33.5% | $3,608-4.2% |
| Admin fee / account holder | $3,590 | $5,880-38.9% | $13,955-74.3% | $5,124-29.9% |