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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 | $123,994 | $85,171+45.6% | $172,752-28.2% | $72,975+69.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.42% | 27.32%-3.9pp | 802.97%-779.6pp | 81.01%-57.6pp |
| Employer contribution / active EE | $10,533 | $3,324+216.9% | $5,144+104.7% | $2,440+331.6% |
| Participant deferral / active EE | $6,988 | $3,260+114.4% | $5,198+34.4% | $3,608+93.7% |
| Admin fee / account holder | $2,536 | $5,880-56.9% | $13,955-81.8% | $5,124-50.5% |