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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 | $227,506 | $85,171+167.1% | $172,752+31.7% | $72,975+211.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.00% | 27.32%-4.3pp | 802.97%-780.0pp | 81.01%-58.0pp |
| Employer contribution / active EE | $10,226 | $3,324+207.6% | $5,144+98.8% | $2,440+319.1% |
| Participant deferral / active EE | $7,937 | $3,260+143.5% | $5,198+52.7% | $3,608+120.0% |
| Admin fee / account holder | $4,709 | $5,880-19.9% | $13,955-66.3% | $5,124-8.1% |