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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 | $241,478 | $85,171+183.5% | $172,753+39.8% | $72,976+230.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.16% | 27.32%-6.2pp | 803.00%-781.8pp | 81.02%-59.9pp |
| Employer contribution / active EE | $9,672 | $3,324+191.0% | $5,144+88.0% | $2,440+296.4% |
| Participant deferral / active EE | $7,294 | $3,260+123.7% | $5,198+40.3% | $3,608+102.2% |
| Admin fee / account holder | $4,327 | $5,880-26.4% | $13,956-69.0% | $5,124-15.6% |