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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 | $222,021 | $85,171+160.7% | $172,753+28.5% | $72,976+204.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.71% | 27.32%-7.6pp | 803.00%-783.3pp | 81.02%-61.3pp |
| Employer contribution / active EE | $7,662 | $3,324+130.5% | $5,144+49.0% | $2,440+214.0% |
| Participant deferral / active EE | $5,567 | $3,260+70.8% | $5,198+7.1% | $3,608+54.3% |
| Admin fee / account holder | $2,904 | $5,880-50.6% | $13,956-79.2% | $5,124-43.3% |