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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 | $92,581 | $85,171+8.7% | $172,753-46.4% | $72,976+26.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.88% | 27.32%-8.4pp | 803.00%-784.1pp | 81.02%-62.1pp |
| Employer contribution / active EE | $5,889 | $3,324+77.2% | $5,144+14.5% | $2,440+141.3% |
| Participant deferral / active EE | $4,383 | $3,260+34.5% | $5,198-15.7% | $3,608+21.5% |
| Admin fee / account holder | $46,999 | $5,880+699.3% | $13,956+236.8% | $5,124+817.2% |