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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 | $133,805 | $85,171+57.1% | $172,752-22.5% | $72,975+83.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.57% | 27.32%-5.8pp | 802.97%-781.4pp | 81.01%-59.4pp |
| Employer contribution / active EE | $7,295 | $3,324+119.5% | $5,144+41.8% | $2,440+199.0% |
| Participant deferral / active EE | $3,758 | $3,260+15.3% | $5,198-27.7% | $3,608+4.2% |
| Admin fee / account holder | $1,358 | $5,880-76.9% | $13,955-90.3% | $5,124-73.5% |