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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 | $239,979 | $91,179+163.2% | $178,499+34.4% | $79,852+200.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 40.27% | 24.19%+16.1pp | 151.10%-110.8pp | 31.72%+8.6pp |
| Employer contribution / active EE | $12,112 | $3,256+272.0% | $5,011+141.7% | $2,471+390.2% |
| Participant deferral / active EE | $8,572 | $3,236+164.9% | $5,202+64.8% | $3,740+129.2% |
| Admin fee / account holder | $1,047 | $6,749-84.5% | $13,986-92.5% | $5,306-80.3% |