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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 | $137,653 | $85,766+60.5% | $136,298+1.0% | $70,126+96.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 39.07% | 31.46%+7.6pp | 5156.27%-5117.2pp | 73.15%-34.1pp |
| Employer contribution / active EE | $11,970 | $2,966+303.6% | $4,696+154.9% | $2,343+411.0% |
| Participant deferral / active EE | $8,526 | $5,051+68.8% | $6,247+36.5% | $3,332+155.9% |
| Admin fee / account holder | $13,964 | $5,421+157.6% | $9,244+51.1% | $4,645+200.6% |