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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 | $231,368 | $89,370+158.9% | $141,197+63.9% | $72,976+217.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.54% | 111.88%-87.3pp | 71.41%-46.9pp | 81.02%-56.5pp |
| Employer contribution / active EE | $11,007 | $3,115+253.4% | $4,736+132.4% | $2,440+351.1% |
| Participant deferral / active EE | $6,398 | $5,419+18.1% | $6,710-4.6% | $3,608+77.3% |
| Admin fee / account holder | $9,721 | $5,957+63.2% | $10,265-5.3% | $5,124+89.7% |