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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 | $140,343 | $85,171+64.8% | $172,753-18.8% | $72,976+92.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.23% | 27.32%-6.1pp | 803.00%-781.8pp | 81.02%-59.8pp |
| Employer contribution / active EE | $7,215 | $3,324+117.1% | $5,144+40.3% | $2,440+195.7% |
| Participant deferral / active EE | $4,528 | $3,260+38.9% | $5,198-12.9% | $3,608+25.5% |
| Admin fee / account holder | $2,984 | $5,880-49.3% | $13,956-78.6% | $5,124-41.8% |