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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 | $100,060+78.3% | $149,721+19.2% | $70,126+154.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.84% | 27.46%-9.6pp | 1501.67%-1483.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $17,158 | $3,661+368.7% | $5,444+215.2% | $2,343+632.5% |
| Participant deferral / active EE | $15,536 | $4,982+211.8% | $6,568+136.5% | $3,332+366.3% |
| Admin fee / account holder | $10,451 | $8,285+26.1% | $11,282-7.4% | $4,645+125.0% |