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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 | $184,458 | $85,171+116.6% | $172,753+6.8% | $72,976+152.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.15% | 27.32%-4.2pp | 803.00%-779.9pp | 81.02%-57.9pp |
| Employer contribution / active EE | $6,037 | $3,324+81.6% | $5,144+17.4% | $2,440+147.4% |
| Participant deferral / active EE | $4,551 | $3,260+39.6% | $5,198-12.4% | $3,608+26.1% |
| Admin fee / account holder | $29,911 | $5,880+408.7% | $13,956+114.3% | $5,124+483.7% |