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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 | $221,673 | $85,171+160.3% | $172,753+28.3% | $72,976+203.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.52% | 27.32%-4.8pp | 803.00%-780.5pp | 81.02%-58.5pp |
| Employer contribution / active EE | $3,713 | $3,324+11.7% | $5,144-27.8% | $2,440+52.2% |
| Participant deferral / active EE | $5,794 | $3,260+77.7% | $5,198+11.5% | $3,608+60.6% |
| Admin fee / account holder | $1,155 | $5,880-80.4% | $13,956-91.7% | $5,124-77.5% |