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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 | $226,304 | $85,171+165.7% | $172,753+31.0% | $72,976+210.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.21% | 27.32%-5.1pp | 803.00%-780.8pp | 81.02%-58.8pp |
| Employer contribution / active EE | $7,465 | $3,324+124.6% | $5,144+45.1% | $2,440+205.9% |
| Participant deferral / active EE | $3,075 | $3,260-5.7% | $5,198-40.8% | $3,608-14.8% |
| Admin fee / account holder | $1,191 | $5,880-79.8% | $13,956-91.5% | $5,124-76.8% |