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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 | $211,294 | $85,171+148.1% | $172,752+22.3% | $72,975+189.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.32% | 27.32%-9.0pp | 802.97%-784.6pp | 81.01%-62.7pp |
| Employer contribution / active EE | $9,963 | $3,324+199.7% | $5,144+93.7% | $2,440+308.3% |
| Participant deferral / active EE | $8,779 | $3,260+169.3% | $5,198+68.9% | $3,608+143.4% |
| Admin fee / account holder | $16,351 | $5,880+178.1% | $13,955+17.2% | $5,124+219.1% |