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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 | $110,562 | $85,171+29.8% | $172,753-36.0% | $72,976+51.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.51% | 27.32%-6.8pp | 803.00%-782.5pp | 81.02%-60.5pp |
| Employer contribution / active EE | $9,457 | $3,324+184.5% | $5,144+83.8% | $2,440+287.6% |
| Participant deferral / active EE | $6,696 | $3,260+105.4% | $5,198+28.8% | $3,608+85.6% |
| Admin fee / account holder | $1,047 | $5,880-82.2% | $13,956-92.5% | $5,124-79.6% |