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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 | $148,607 | $85,171+74.5% | $172,752-14.0% | $72,975+103.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.46% | 27.32%-5.9pp | 802.97%-781.5pp | 81.01%-59.5pp |
| Employer contribution / active EE | $7,441 | $3,324+123.8% | $5,144+44.6% | $2,440+204.9% |
| Participant deferral / active EE | $5,234 | $3,260+60.6% | $5,198+0.7% | $3,608+45.1% |
| Admin fee / account holder | $1,233 | $5,880-79.0% | $13,955-91.2% | $5,124-75.9% |