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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 | $176,898 | $85,171+107.7% | $172,753+2.4% | $72,976+142.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.09% | 27.32%-3.2pp | 803.00%-778.9pp | 81.02%-56.9pp |
| Employer contribution / active EE | $12,658 | $3,324+280.8% | $5,144+146.1% | $2,440+418.8% |
| Participant deferral / active EE | $10,536 | $3,260+223.2% | $5,198+102.7% | $3,608+192.0% |
| Admin fee / account holder | $20,089 | $5,880+241.6% | $13,956+43.9% | $5,124+292.0% |