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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 | $189,274 | $85,171+122.2% | $172,752+9.6% | $72,975+159.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.55% | 27.32%-9.8pp | 802.97%-785.4pp | 81.01%-63.5pp |
| Employer contribution / active EE | $9,307 | $3,324+180.0% | $5,144+80.9% | $2,440+281.4% |
| Participant deferral / active EE | $6,049 | $3,260+85.5% | $5,198+16.4% | $3,608+67.7% |
| Admin fee / account holder | $4,286 | $5,880-27.1% | $13,955-69.3% | $5,124-16.4% |