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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 | $201,605 | $85,171+136.7% | $172,753+16.7% | $72,976+176.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.86% | 27.32%-10.5pp | 803.00%-786.1pp | 81.02%-64.2pp |
| Employer contribution / active EE | $8,316 | $3,324+150.2% | $5,144+61.7% | $2,440+240.8% |
| Participant deferral / active EE | $6,667 | $3,260+104.5% | $5,198+28.3% | $3,608+84.8% |
| Admin fee / account holder | $1,277 | $5,880-78.3% | $13,956-90.8% | $5,124-75.1% |