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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 | $176,198 | $48,570+262.8% | $130,660+34.9% | $72,976+141.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 28.07% | 38.63%-10.6pp | 1709.29%-1681.2pp | 81.02%-52.9pp |
| Employer contribution / active EE | $8,275 | $1,334+520.3% | $4,092+102.2% | $2,440+239.1% |
| Participant deferral / active EE | $8,007 | $2,384+235.9% | $3,603+122.2% | $3,608+121.9% |
| Admin fee / account holder | $5,927 | $3,549+67.0% | $5,463+8.5% | $5,124+15.7% |