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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 | $175,971 | $85,171+106.6% | $172,752+1.9% | $72,975+141.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.62% | 27.32%-2.7pp | 802.97%-778.4pp | 81.01%-56.4pp |
| Employer contribution / active EE | $10,964 | $3,324+229.9% | $5,144+113.1% | $2,440+349.3% |
| Participant deferral / active EE | $7,998 | $3,260+145.3% | $5,198+53.9% | $3,608+121.7% |
| Admin fee / account holder | $12,481 | $5,880+112.2% | $13,955-10.6% | $5,124+143.6% |