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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 | $249,562 | $85,171+193.0% | $172,753+44.5% | $72,976+242.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.08% | 27.32%-1.2pp | 803.00%-776.9pp | 81.02%-54.9pp |
| Employer contribution / active EE | $13,366 | $3,324+302.1% | $5,144+159.8% | $2,440+447.8% |
| Participant deferral / active EE | $5,635 | $3,260+72.8% | $5,198+8.4% | $3,608+56.2% |
| Admin fee / account holder | $2,789 | $5,880-52.6% | $13,956-80.0% | $5,124-45.6% |