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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 | $113,231 | $85,171+32.9% | $172,752-34.5% | $72,975+55.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.96% | 27.32%-6.4pp | 802.97%-782.0pp | 81.01%-60.0pp |
| Employer contribution / active EE | $11,363 | $3,324+241.9% | $5,144+120.9% | $2,440+365.7% |
| Participant deferral / active EE | $5,275 | $3,260+61.8% | $5,198+1.5% | $3,608+46.2% |
| Admin fee / account holder | $12,217 | $5,880+107.8% | $13,955-12.5% | $5,124+138.4% |