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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 | $142,726 | $85,171+67.6% | $172,753-17.4% | $72,976+95.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.34% | 27.32%-1.0pp | 803.00%-776.7pp | 81.02%-54.7pp |
| Employer contribution / active EE | $8,396 | $3,324+152.6% | $5,144+63.2% | $2,440+244.1% |
| Participant deferral / active EE | $8,325 | $3,260+155.4% | $5,198+60.2% | $3,608+130.8% |
| Admin fee / account holder | $13,682 | $5,880+132.7% | $13,956-2.0% | $5,124+167.0% |