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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 | $160,032 | $85,171+87.9% | $172,753-7.4% | $72,976+119.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.09% | 27.32%-9.2pp | 803.00%-784.9pp | 81.02%-62.9pp |
| Employer contribution / active EE | $6,615 | $3,324+99.0% | $5,144+28.6% | $2,440+171.1% |
| Participant deferral / active EE | $5,502 | $3,260+68.8% | $5,198+5.8% | $3,608+52.5% |
| Admin fee / account holder | $3,627 | $5,880-38.3% | $13,956-74.0% | $5,124-29.2% |