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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 | $78,571 | $85,171-7.7% | $172,753-54.5% | $72,976+7.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.95% | 27.32%-9.4pp | 803.00%-785.1pp | 81.02%-63.1pp |
| Employer contribution / active EE | $7,204 | $3,324+116.7% | $5,144+40.1% | $2,440+195.3% |
| Participant deferral / active EE | $4,350 | $3,260+33.5% | $5,198-16.3% | $3,608+20.6% |
| Admin fee / account holder | $770 | $5,880-86.9% | $13,956-94.5% | $5,124-85.0% |