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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 | $106,563 | $53,127+100.6% | $86,597+23.1% | $70,131+51.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 27.78% | 27.66%+0.1pp | 964.96%-937.2pp | 73.14%-45.4pp |
| Employer contribution / active EE | $20,051 | $2,068+869.5% | $2,840+606.1% | $2,342+756.0% |
| Participant deferral / active EE | $10,588 | $2,696+292.8% | $3,609+193.4% | $3,332+217.8% |
| Admin fee / account holder | $564 | $3,585-84.3% | $4,906-88.5% | $4,645-87.9% |