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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 | $111,404 | $85,171+30.8% | $172,752-35.5% | $72,975+52.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.92% | 27.32%-7.4pp | 802.97%-783.1pp | 81.01%-61.1pp |
| Employer contribution / active EE | $6,520 | $3,324+96.1% | $5,144+26.7% | $2,440+167.2% |
| Participant deferral / active EE | $4,267 | $3,260+30.9% | $5,198-17.9% | $3,608+18.3% |
| Admin fee / account holder | $19,954 | $5,880+239.3% | $13,955+43.0% | $5,124+289.4% |