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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 | $211,624 | $89,370+136.8% | $141,197+49.9% | $72,976+190.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.96% | 111.88%-85.9pp | 71.41%-45.4pp | 81.02%-55.1pp |
| Employer contribution / active EE | $7,762 | $3,115+149.2% | $4,736+63.9% | $2,440+218.1% |
| Participant deferral / active EE | $8,833 | $5,419+63.0% | $6,710+31.6% | $3,608+144.8% |
| Admin fee / account holder | $12,708 | $5,957+113.3% | $10,265+23.8% | $5,124+148.0% |