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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 | $131,351 | $85,171+54.2% | $172,753-24.0% | $72,976+80.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.58% | 27.32%-6.7pp | 803.00%-782.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $4,111 | $3,324+23.7% | $5,144-20.1% | $2,440+68.5% |
| Participant deferral / active EE | $4,919 | $3,260+50.9% | $5,198-5.4% | $3,608+36.3% |
| Admin fee / account holder | $420 | $5,880-92.9% | $13,956-97.0% | $5,124-91.8% |