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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 | $136,315 | $89,370+52.5% | $141,197-3.5% | $72,976+86.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.47% | 111.88%-91.4pp | 71.41%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $10,985 | $3,115+252.7% | $4,736+131.9% | $2,440+350.2% |
| Participant deferral / active EE | $7,734 | $5,419+42.7% | $6,710+15.3% | $3,608+114.4% |
| Admin fee / account holder | $15,215 | $5,957+155.4% | $10,265+48.2% | $5,124+196.9% |