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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 | $150,027 | $85,171+76.1% | $172,753-13.2% | $72,976+105.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.07% | 27.32%-10.2pp | 803.00%-785.9pp | 81.02%-63.9pp |
| Employer contribution / active EE | $13,508 | $3,324+306.4% | $5,144+162.6% | $2,440+453.6% |
| Participant deferral / active EE | $6,911 | $3,260+112.0% | $5,198+33.0% | $3,608+91.6% |
| Admin fee / account holder | $29,243 | $5,880+397.3% | $13,956+109.5% | $5,124+470.7% |