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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 | $169,546 | $85,171+99.1% | $172,753-1.9% | $72,976+132.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.82% | 27.32%-1.5pp | 803.00%-777.2pp | 81.02%-55.2pp |
| Employer contribution / active EE | $13,120 | $3,324+294.7% | $5,144+155.1% | $2,440+437.7% |
| Participant deferral / active EE | $9,471 | $3,260+190.5% | $5,198+82.2% | $3,608+162.5% |
| Admin fee / account holder | $6,589 | $5,880+12.0% | $13,956-52.8% | $5,124+28.6% |