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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 | $182,055 | $85,171+113.8% | $172,753+5.4% | $72,976+149.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.60% | 27.32%-5.7pp | 803.00%-781.4pp | 81.02%-59.4pp |
| Employer contribution / active EE | $7,368 | $3,324+121.6% | $5,144+43.2% | $2,440+201.9% |
| Participant deferral / active EE | $6,262 | $3,260+92.1% | $5,198+20.5% | $3,608+73.6% |
| Admin fee / account holder | $1,418 | $5,880-75.9% | $13,956-89.8% | $5,124-72.3% |