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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 | $208,401 | $85,171+144.7% | $172,752+20.6% | $72,975+185.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.47% | 27.32%-6.9pp | 802.97%-782.5pp | 81.01%-60.5pp |
| Employer contribution / active EE | $7,997 | $3,324+140.6% | $5,144+55.5% | $2,440+227.7% |
| Participant deferral / active EE | $5,907 | $3,260+81.2% | $5,198+13.6% | $3,608+63.7% |
| Admin fee / account holder | $87,513 | $5,880+1388.2% | $13,955+527.1% | $5,124+1607.9% |