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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 | $98,694 | $85,171+15.9% | $172,753-42.9% | $72,976+35.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.46% | 27.32%-2.9pp | 803.00%-778.5pp | 81.02%-56.6pp |
| Employer contribution / active EE | $6,276 | $3,324+88.8% | $5,144+22.0% | $2,440+157.2% |
| Participant deferral / active EE | $6,052 | $3,260+85.6% | $5,198+16.4% | $3,608+67.7% |
| Admin fee / account holder | $11,884 | $5,880+102.1% | $13,956-14.8% | $5,124+131.9% |