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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 | $68,252 | $85,171-19.9% | $172,752-60.5% | $72,975-6.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.58% | 27.32%-1.7pp | 802.97%-777.4pp | 81.01%-55.4pp |
| Employer contribution / active EE | $4,262 | $3,324+28.2% | $5,144-17.1% | $2,440+74.7% |
| Participant deferral / active EE | $4,160 | $3,260+27.6% | $5,198-20.0% | $3,608+15.3% |
| Admin fee / account holder | $936 | $5,880-84.1% | $13,955-93.3% | $5,124-81.7% |