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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 | $78,419 | $85,171-7.9% | $172,753-54.6% | $72,976+7.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.00% | 27.32%-7.3pp | 803.00%-783.0pp | 81.02%-61.0pp |
| Employer contribution / active EE | $6,844 | $3,324+105.9% | $5,144+33.0% | $2,440+180.5% |
| Participant deferral / active EE | $4,170 | $3,260+27.9% | $5,198-19.8% | $3,608+15.6% |
| Admin fee / account holder | $13,268 | $5,880+125.6% | $13,956-4.9% | $5,124+158.9% |