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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 | $231,136 | $85,171+171.4% | $172,752+33.8% | $72,975+216.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.33% | 27.32%-7.0pp | 802.97%-782.6pp | 81.01%-60.7pp |
| Employer contribution / active EE | $10,516 | $3,324+216.4% | $5,144+104.4% | $2,440+331.0% |
| Participant deferral / active EE | $7,374 | $3,260+126.2% | $5,198+41.9% | $3,608+104.4% |
| Admin fee / account holder | $1,056 | $5,880-82.0% | $13,955-92.4% | $5,124-79.4% |