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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 | $77,630 | $85,171-8.9% | $172,752-55.1% | $72,975+6.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.77% | 27.32%-8.6pp | 802.97%-784.2pp | 81.01%-62.2pp |
| Employer contribution / active EE | $4,243 | $3,324+27.7% | $5,144-17.5% | $2,440+73.9% |
| Participant deferral / active EE | $2,856 | $3,260-12.4% | $5,198-45.1% | $3,608-20.8% |
| Admin fee / account holder | $1,187 | $5,880-79.8% | $13,955-91.5% | $5,124-76.8% |