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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 | $156,164 | $85,171+83.4% | $172,752-9.6% | $72,975+114.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.09% | 27.32%-11.2pp | 802.97%-786.9pp | 81.01%-64.9pp |
| Employer contribution / active EE | $10,031 | $3,324+201.8% | $5,144+95.0% | $2,440+311.1% |
| Participant deferral / active EE | $4,459 | $3,260+36.8% | $5,198-14.2% | $3,608+23.6% |
| Admin fee / account holder | $1,111 | $5,880-81.1% | $13,955-92.0% | $5,124-78.3% |