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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 | $193,095 | $85,171+126.7% | $172,753+11.8% | $72,976+164.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.22% | 27.32%-7.1pp | 803.00%-782.8pp | 81.02%-60.8pp |
| Employer contribution / active EE | $12,255 | $3,324+268.7% | $5,144+138.2% | $2,440+402.3% |
| Participant deferral / active EE | $9,474 | $3,260+190.6% | $5,198+82.3% | $3,608+162.6% |
| Admin fee / account holder | $8,947 | $5,880+52.2% | $13,956-35.9% | $5,124+74.6% |