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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 | $223,328 | $85,171+162.2% | $172,753+29.3% | $72,976+206.0% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 17.89% | 27.32%-9.4pp | 803.00%-785.1pp | 81.02%-63.1pp |
| Employer contribution / active EE | $11,174 | $3,324+236.2% | $5,144+117.2% | $2,440+357.9% |
| Participant deferral / active EE | $8,281 | $3,260+154.0% | $5,198+59.3% | $3,608+129.5% |
| Admin fee / account holder | $33,296 | $5,880+466.2% | $13,956+138.6% | $5,124+549.8% |