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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 | $233,592 | $85,171+174.3% | $172,753+35.2% | $72,976+220.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.66% | 27.32%-7.7pp | 803.00%-783.3pp | 81.02%-61.4pp |
| Employer contribution / active EE | $15,769 | $3,324+374.4% | $5,144+206.6% | $2,440+546.3% |
| Participant deferral / active EE | $9,220 | $3,260+182.8% | $5,198+77.4% | $3,608+155.5% |
| Admin fee / account holder | $30,212 | $5,880+413.8% | $13,956+116.5% | $5,124+489.6% |