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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 | $169,467 | $85,171+99.0% | $172,753-1.9% | $72,976+132.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.24% | 27.32%-0.1pp | 803.00%-775.8pp | 81.02%-53.8pp |
| Employer contribution / active EE | $7,618 | $3,324+129.2% | $5,144+48.1% | $2,440+212.2% |
| Participant deferral / active EE | $6,321 | $3,260+93.9% | $5,198+21.6% | $3,608+75.2% |
| Admin fee / account holder | $32,935 | $5,880+460.1% | $13,956+136.0% | $5,124+542.7% |