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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 | $212,820 | $85,171+149.9% | $172,753+23.2% | $72,976+191.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.05% | 27.32%-4.3pp | 803.00%-780.0pp | 81.02%-58.0pp |
| Employer contribution / active EE | $13,460 | $3,324+304.9% | $5,144+161.7% | $2,440+451.6% |
| Participant deferral / active EE | $9,196 | $3,260+182.1% | $5,198+76.9% | $3,608+154.9% |
| Admin fee / account holder | $3,808 | $5,880-35.2% | $13,956-72.7% | $5,124-25.7% |