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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 | $178,392 | $100,041+78.3% | $149,718+19.2% | $70,131+154.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.84% | 27.43%-9.6pp | 1501.67%-1483.8pp | 73.14%-55.3pp |
| Employer contribution / active EE | $17,158 | $3,662+368.6% | $5,445+215.1% | $2,342+632.5% |
| Participant deferral / active EE | $15,536 | $4,983+211.8% | $6,569+136.5% | $3,332+366.3% |
| Admin fee / account holder | $10,451 | $8,286+26.1% | $11,283-7.4% | $4,645+125.0% |