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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 | $236,987 | $85,171+178.2% | $172,752+37.2% | $72,975+224.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.93% | 27.32%-10.4pp | 802.97%-786.0pp | 81.01%-64.1pp |
| Employer contribution / active EE | $18,413 | $3,324+453.9% | $5,144+257.9% | $2,440+654.6% |
| Participant deferral / active EE | $12,977 | $3,260+298.1% | $5,198+149.7% | $3,608+259.7% |
| Admin fee / account holder | $6,165 | $5,880+4.8% | $13,955-55.8% | $5,124+20.3% |