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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 | $128,715 | $85,171+51.1% | $172,753-25.5% | $72,976+76.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.00% | 27.32%-5.3pp | 803.00%-781.0pp | 81.02%-59.0pp |
| Employer contribution / active EE | $10,448 | $3,324+214.3% | $5,144+103.1% | $2,440+328.2% |
| Participant deferral / active EE | $4,113 | $3,260+26.2% | $5,198-20.9% | $3,608+14.0% |
| Admin fee / account holder | $7,926 | $5,880+34.8% | $13,956-43.2% | $5,124+54.7% |