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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 | $219,101 | $85,766+155.5% | $136,297+60.8% | $70,124+212.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 31.00% | 31.45%-0.4pp | 5156.19%-5125.2pp | 73.14%-42.1pp |
| Employer contribution / active EE | $11,485 | $2,966+287.2% | $4,696+144.6% | $2,342+390.3% |
| Participant deferral / active EE | $11,887 | $5,051+135.3% | $6,247+90.3% | $3,332+256.8% |
| Admin fee / account holder | $5,919 | $5,420+9.2% | $9,244-36.0% | $4,645+27.4% |