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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 | $161,484 | $78,707+105.2% | $117,861+37.0% | $70,126+130.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 20.57% | 23.30%-2.7pp | 335.11%-314.5pp | 73.15%-52.6pp |
| Employer contribution / active EE | $19,516 | $2,223+777.7% | $3,786+415.4% | $2,343+733.1% |
| Participant deferral / active EE | $4,042 | $3,297+22.6% | $4,482-9.8% | $3,332+21.3% |
| Admin fee / account holder | $12,013 | $5,066+137.1% | $8,021+49.8% | $4,645+158.6% |