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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 | $229,004 | $85,171+168.9% | $172,753+32.6% | $72,976+213.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.31% | 27.32%-10.0pp | 803.00%-785.7pp | 81.02%-63.7pp |
| Employer contribution / active EE | $9,756 | $3,324+193.5% | $5,144+89.7% | $2,440+299.8% |
| Participant deferral / active EE | $5,993 | $3,260+83.8% | $5,198+15.3% | $3,608+66.1% |
| Admin fee / account holder | $5,733 | $5,880-2.5% | $13,956-58.9% | $5,124+11.9% |