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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 | $225,485 | $85,171+164.7% | $172,753+30.5% | $72,976+209.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.27% | 27.32%-7.1pp | 803.00%-782.7pp | 81.02%-60.8pp |
| Employer contribution / active EE | $6,477 | $3,324+94.9% | $5,144+25.9% | $2,440+165.5% |
| Participant deferral / active EE | $6,126 | $3,260+87.9% | $5,198+17.9% | $3,608+69.8% |
| Admin fee / account holder | $103,206 | $5,880+1655.1% | $13,956+639.5% | $5,124+1914.1% |