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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 | $125,716 | $85,171+47.6% | $172,753-27.2% | $72,976+72.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.78% | 27.32%-7.5pp | 803.00%-783.2pp | 81.02%-61.2pp |
| Employer contribution / active EE | $7,434 | $3,324+123.7% | $5,144+44.5% | $2,440+204.7% |
| Participant deferral / active EE | $7,637 | $3,260+134.3% | $5,198+46.9% | $3,608+111.7% |
| Admin fee / account holder | $25,308 | $5,880+330.4% | $13,956+81.3% | $5,124+393.9% |