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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 | $248,014 | $85,171+191.2% | $172,752+43.6% | $72,975+239.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.14% | 27.32%-8.2pp | 802.97%-783.8pp | 81.01%-61.9pp |
| Employer contribution / active EE | $7,091 | $3,324+113.3% | $5,144+37.8% | $2,440+190.6% |
| Participant deferral / active EE | $8,318 | $3,260+155.2% | $5,198+60.0% | $3,608+130.6% |
| Admin fee / account holder | $13,712 | $5,880+133.2% | $13,955-1.7% | $5,124+167.6% |