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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 | $96,841 | $85,171+13.7% | $172,753-43.9% | $72,976+32.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.86% | 27.32%-8.5pp | 803.00%-784.1pp | 81.02%-62.2pp |
| Employer contribution / active EE | $5,096 | $3,324+53.3% | $5,144-0.9% | $2,440+108.9% |
| Participant deferral / active EE | $3,428 | $3,260+5.2% | $5,198-34.0% | $3,608-5.0% |
| Admin fee / account holder | $8,651 | $5,880+47.1% | $13,956-38.0% | $5,124+68.8% |