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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 | $177,341 | $137,414+29.1% | $189,520-6.4% | $85,856+106.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 21.43% | 38.14%-16.7pp | 555.25%-533.8pp | 318.58%-297.2pp |
| Employer contribution / active EE | $3,481 | $4,344-19.9% | $6,161-43.5% | $2,565+35.7% |
| Participant deferral / active EE | $6,932 | $6,260+10.7% | $8,220-15.7% | $3,952+75.4% |
| Admin fee / account holder | $30,764 | $8,630+256.5% | $12,046+155.4% | $6,261+391.4% |