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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 | $247,065 | $85,171+190.1% | $172,753+43.0% | $72,976+238.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.85% | 27.32%-6.5pp | 803.00%-782.1pp | 81.02%-60.2pp |
| Employer contribution / active EE | $11,356 | $3,324+241.6% | $5,144+120.8% | $2,440+365.4% |
| Participant deferral / active EE | $7,896 | $3,260+142.2% | $5,198+51.9% | $3,608+118.9% |
| Admin fee / account holder | $20,706 | $5,880+252.1% | $13,956+48.4% | $5,124+304.1% |