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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 | $221,035 | $89,367+147.3% | $141,191+56.6% | $72,975+202.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.80% | 111.87%-90.1pp | 71.41%-49.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $8,597 | $3,115+176.0% | $4,736+81.5% | $2,440+252.3% |
| Participant deferral / active EE | $11,396 | $5,419+110.3% | $6,710+69.8% | $3,608+215.9% |
| Admin fee / account holder | $618 | $5,957-89.6% | $10,264-94.0% | $5,124-87.9% |