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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 | $222,706 | $85,171+161.5% | $172,753+28.9% | $72,976+205.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.28% | 27.32%-4.0pp | 803.00%-779.7pp | 81.02%-57.7pp |
| Employer contribution / active EE | $7,979 | $3,324+140.0% | $5,144+55.1% | $2,440+227.0% |
| Participant deferral / active EE | $8,527 | $3,260+161.6% | $5,198+64.0% | $3,608+136.3% |
| Admin fee / account holder | $7,546 | $5,880+28.3% | $13,956-45.9% | $5,124+47.3% |