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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 | $176,990 | $63,342+179.4% | $92,235+91.9% | $70,131+152.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.41% | 530.15%-511.7pp | 176.28%-157.9pp | 73.14%-54.7pp |
| Employer contribution / active EE | $7,398 | $2,471+199.4% | $3,679+101.1% | $2,342+215.8% |
| Participant deferral / active EE | $6,566 | $2,854+130.1% | $3,897+68.5% | $3,332+97.1% |
| Admin fee / account holder | $2,003 | $3,840-47.8% | $5,194-61.4% | $4,645-56.9% |