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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 | $162,267 | $85,171+90.5% | $172,752-6.1% | $72,975+122.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.49% | 27.32%-8.8pp | 802.97%-784.5pp | 81.01%-62.5pp |
| Employer contribution / active EE | $8,867 | $3,324+166.8% | $5,144+72.4% | $2,440+263.4% |
| Participant deferral / active EE | $6,024 | $3,260+84.8% | $5,198+15.9% | $3,608+67.0% |
| Admin fee / account holder | $942 | $5,880-84.0% | $13,955-93.2% | $5,124-81.6% |