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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 | $230,588 | $85,171+170.7% | $172,753+33.5% | $72,976+216.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.44% | 27.32%-5.9pp | 803.00%-781.6pp | 81.02%-59.6pp |
| Employer contribution / active EE | $7,716 | $3,324+132.1% | $5,144+50.0% | $2,440+216.2% |
| Participant deferral / active EE | $5,287 | $3,260+62.2% | $5,198+1.7% | $3,608+46.5% |
| Admin fee / account holder | $1,615 | $5,880-72.5% | $13,956-88.4% | $5,124-68.5% |