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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 | $161,977 | $85,171+90.2% | $172,753-6.2% | $72,976+122.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 29.66% | 27.32%+2.3pp | 803.00%-773.3pp | 81.02%-51.4pp |
| Employer contribution / active EE | $13,125 | $3,324+294.8% | $5,144+155.2% | $2,440+437.9% |
| Participant deferral / active EE | $14,442 | $3,260+343.0% | $5,198+177.8% | $3,608+300.3% |
| Admin fee / account holder | $4,360 | $5,880-25.9% | $13,956-68.8% | $5,124-14.9% |