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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 | $208,332 | $85,171+144.6% | $172,752+20.6% | $72,975+185.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.99% | 27.32%-8.3pp | 802.97%-784.0pp | 81.01%-62.0pp |
| Employer contribution / active EE | $7,370 | $3,324+121.7% | $5,144+43.3% | $2,440+202.0% |
| Participant deferral / active EE | $4,529 | $3,260+38.9% | $5,198-12.9% | $3,608+25.5% |
| Admin fee / account holder | $2,493 | $5,880-57.6% | $13,955-82.1% | $5,124-51.3% |