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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 | $138,889 | $85,171+63.1% | $172,752-19.6% | $72,975+90.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 28.47% | 27.32%+1.1pp | 802.97%-774.5pp | 81.01%-52.5pp |
| Employer contribution / active EE | $5,360 | $3,324+61.3% | $5,144+4.2% | $2,440+119.7% |
| Participant deferral / active EE | $7,585 | $3,260+132.7% | $5,198+45.9% | $3,608+110.2% |
| Admin fee / account holder | $2,378 | $5,880-59.6% | $13,955-83.0% | $5,124-53.6% |