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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 | $109,857 | $85,171+29.0% | $172,753-36.4% | $72,976+50.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.31% | 27.32%-8.0pp | 803.00%-783.7pp | 81.02%-61.7pp |
| Employer contribution / active EE | $4,055 | $3,324+22.0% | $5,144-21.2% | $2,440+66.2% |
| Participant deferral / active EE | $6,131 | $3,260+88.1% | $5,198+18.0% | $3,608+69.9% |
| Admin fee / account holder | $1,028 | $5,880-82.5% | $13,956-92.6% | $5,124-79.9% |