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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 | $213,306 | $85,171+150.4% | $172,753+23.5% | $72,976+192.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.41% | 27.32%-0.9pp | 803.00%-776.6pp | 81.02%-54.6pp |
| Employer contribution / active EE | $19,161 | $3,324+476.4% | $5,144+272.5% | $2,440+685.3% |
| Participant deferral / active EE | $8,597 | $3,260+163.7% | $5,198+65.4% | $3,608+138.3% |
| Admin fee / account holder | $1,227 | $5,880-79.1% | $13,956-91.2% | $5,124-76.1% |