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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 | $137,594 | $85,171+61.6% | $172,753-20.4% | $72,976+88.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.87% | 27.32%-8.5pp | 803.00%-784.1pp | 81.02%-62.1pp |
| Employer contribution / active EE | $9,872 | $3,324+197.0% | $5,144+91.9% | $2,440+304.6% |
| Participant deferral / active EE | $6,266 | $3,260+92.2% | $5,198+20.6% | $3,608+73.7% |
| Admin fee / account holder | $1,443 | $5,880-75.5% | $13,956-89.7% | $5,124-71.8% |