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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 | $191,219 | $85,169+124.5% | $172,755+10.7% | $72,983+162.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.45% | 27.32%-1.9pp | 802.94%-777.5pp | 81.01%-55.6pp |
| Employer contribution / active EE | $10,081 | $3,324+203.3% | $5,144+96.0% | $2,440+313.2% |
| Participant deferral / active EE | $5,538 | $3,260+69.9% | $5,198+6.5% | $3,608+53.5% |
| Admin fee / account holder | $1,933 | $5,880-67.1% | $13,955-86.1% | $5,124-62.3% |