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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 | $74,280 | $85,171-12.8% | $172,752-57.0% | $72,975+1.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.58% | 27.32%-7.7pp | 802.97%-783.4pp | 81.01%-61.4pp |
| Employer contribution / active EE | $6,184 | $3,324+86.0% | $5,144+20.2% | $2,440+153.4% |
| Participant deferral / active EE | $5,201 | $3,260+59.6% | $5,198+0.1% | $3,608+44.2% |
| Admin fee / account holder | $2,115 | $5,880-64.0% | $13,955-84.8% | $5,124-58.7% |