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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 | $149,653 | $85,171+75.7% | $172,753-13.4% | $72,976+105.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.91% | 27.32%-5.4pp | 803.00%-781.1pp | 81.02%-59.1pp |
| Employer contribution / active EE | $6,617 | $3,324+99.1% | $5,144+28.6% | $2,440+171.2% |
| Participant deferral / active EE | $7,621 | $3,260+133.8% | $5,198+46.6% | $3,608+111.3% |
| Admin fee / account holder | $34,469 | $5,880+486.2% | $13,956+147.0% | $5,124+572.7% |