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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 | $93,932 | $85,171+10.3% | $172,752-45.6% | $72,975+28.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.95% | 27.32%-2.4pp | 802.97%-778.0pp | 81.01%-56.1pp |
| Employer contribution / active EE | $1,357 | $3,324-59.2% | $5,144-73.6% | $2,440-44.4% |
| Participant deferral / active EE | $5,197 | $3,260+59.4% | $5,1980% | $3,608+44.0% |
| Admin fee / account holder | $882 | $5,880-85.0% | $13,955-93.7% | $5,124-82.8% |