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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 | $249,917 | $85,171+193.4% | $172,752+44.7% | $72,975+242.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.16% | 27.32%-8.2pp | 802.97%-783.8pp | 81.01%-61.8pp |
| Employer contribution / active EE | $18,240 | $3,324+448.7% | $5,144+254.6% | $2,440+647.5% |
| Participant deferral / active EE | $7,548 | $3,260+131.5% | $5,198+45.2% | $3,608+109.2% |
| Admin fee / account holder | $11,598 | $5,880+97.2% | $13,955-16.9% | $5,124+126.3% |