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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 | $149,841 | $85,171+75.9% | $172,753-13.3% | $72,976+105.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.05% | 27.32%-8.3pp | 803.00%-784.0pp | 81.02%-62.0pp |
| Employer contribution / active EE | $6,725 | $3,324+102.3% | $5,144+30.7% | $2,440+175.6% |
| Participant deferral / active EE | $7,830 | $3,260+140.2% | $5,198+50.6% | $3,608+117.0% |
| Admin fee / account holder | $10,758 | $5,880+82.9% | $13,956-22.9% | $5,124+109.9% |