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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 | $222,087 | $89,367+148.5% | $141,191+57.3% | $72,975+204.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.20% | 111.87%-88.7pp | 71.41%-48.2pp | 81.01%-57.8pp |
| Employer contribution / active EE | $7,570 | $3,115+143.0% | $4,736+59.9% | $2,440+210.3% |
| Participant deferral / active EE | $7,709 | $5,419+42.3% | $6,710+14.9% | $3,608+113.7% |
| Admin fee / account holder | $8,047 | $5,957+35.1% | $10,264-21.6% | $5,124+57.0% |