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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 | $242,887 | $85,171+185.2% | $172,753+40.6% | $72,976+232.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.13% | 27.32%-6.2pp | 803.00%-781.9pp | 81.02%-59.9pp |
| Employer contribution / active EE | $11,800 | $3,324+255.0% | $5,144+129.4% | $2,440+383.6% |
| Participant deferral / active EE | $8,863 | $3,260+171.9% | $5,198+70.5% | $3,608+145.7% |
| Admin fee / account holder | $1,526 | $5,880-74.1% | $13,956-89.1% | $5,124-70.2% |