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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 | $231,502 | $89,367+159.0% | $141,191+64.0% | $72,975+217.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.03% | 111.87%-87.8pp | 71.41%-47.4pp | 81.01%-57.0pp |
| Employer contribution / active EE | $12,020 | $3,115+285.9% | $4,736+153.8% | $2,440+392.6% |
| Participant deferral / active EE | $8,243 | $5,419+52.1% | $6,710+22.8% | $3,608+128.5% |
| Admin fee / account holder | $3,549 | $5,957-40.4% | $10,264-65.4% | $5,124-30.7% |