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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 | $213,141 | $85,171+150.2% | $172,753+23.4% | $72,976+192.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.47% | 27.32%-6.9pp | 803.00%-782.5pp | 81.02%-60.5pp |
| Employer contribution / active EE | $6,588 | $3,324+98.2% | $5,144+28.1% | $2,440+170.0% |
| Participant deferral / active EE | $3,965 | $3,260+21.6% | $5,198-23.7% | $3,608+9.9% |
| Admin fee / account holder | $3,056 | $5,880-48.0% | $13,956-78.1% | $5,124-40.4% |