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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 | $201,593 | $85,171+136.7% | $172,752+16.7% | $72,975+176.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.58% | 27.32%-2.7pp | 802.97%-778.4pp | 81.01%-56.4pp |
| Employer contribution / active EE | $13,741 | $3,324+313.4% | $5,144+167.1% | $2,440+463.1% |
| Participant deferral / active EE | $11,011 | $3,260+237.8% | $5,198+111.8% | $3,608+205.2% |
| Admin fee / account holder | $30,706 | $5,880+422.2% | $13,955+120.0% | $5,124+499.3% |