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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 | $127,459 | $85,171+49.6% | $172,753-26.2% | $72,976+74.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.26% | 27.32%-8.1pp | 803.00%-783.7pp | 81.02%-61.8pp |
| Employer contribution / active EE | $11,851 | $3,324+256.5% | $5,144+130.4% | $2,440+385.7% |
| Participant deferral / active EE | $7,016 | $3,260+115.2% | $5,198+35.0% | $3,608+94.5% |
| Admin fee / account holder | $483 | $5,880-91.8% | $13,956-96.5% | $5,124-90.6% |