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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 | $198,352 | $155,833+27.3% | $124,693+59.1% | $167,536+18.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 19.44% | 17.98%+1.5pp | 5144.19%-5124.8pp | 478.82%-459.4pp |
| Employer contribution / active EE | $7,478 | $4,164+79.6% | $3,324+125.0% | $4,839+54.5% |
| Participant deferral / active EE | $19,560 | $5,675+244.7% | $4,615+323.8% | $6,342+208.4% |
| Admin fee / account holder | $1,996 | $9,534-79.1% | $7,494-73.4% | $12,315-83.8% |