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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 | $225,573 | $85,171+164.8% | $172,753+30.6% | $72,976+209.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.00% | 27.32%-9.3pp | 803.00%-785.0pp | 81.02%-63.0pp |
| Employer contribution / active EE | $9,901 | $3,324+197.8% | $5,144+92.5% | $2,440+305.8% |
| Participant deferral / active EE | $6,911 | $3,260+112.0% | $5,198+33.0% | $3,608+91.6% |
| Admin fee / account holder | $6,732 | $5,880+14.5% | $13,956-51.8% | $5,124+31.4% |