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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 | $200,244 | $85,171+135.1% | $172,753+15.9% | $72,976+174.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 28.82% | 27.32%+1.5pp | 803.00%-774.2pp | 81.02%-52.2pp |
| Employer contribution / active EE | $8,957 | $3,324+169.4% | $5,144+74.1% | $2,440+267.1% |
| Participant deferral / active EE | $5,513 | $3,260+69.1% | $5,198+6.1% | $3,608+52.8% |
| Admin fee / account holder | $3,706 | $5,880-37.0% | $13,956-73.4% | $5,124-27.7% |