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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 | $191,594 | $85,171+125.0% | $172,753+10.9% | $72,976+162.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.11% | 27.32%-7.2pp | 803.00%-782.9pp | 81.02%-60.9pp |
| Employer contribution / active EE | $16,315 | $3,324+390.8% | $5,144+217.2% | $2,440+568.6% |
| Participant deferral / active EE | $18,370 | $3,260+463.5% | $5,198+253.4% | $3,608+409.2% |
| Admin fee / account holder | $5,811 | $5,880-1.2% | $13,956-58.4% | $5,124+13.4% |