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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 | $176,125 | $85,171+106.8% | $172,752+2.0% | $72,975+141.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.35% | 27.32%-2.0pp | 802.97%-777.6pp | 81.01%-55.7pp |
| Employer contribution / active EE | $7,551 | $3,324+127.2% | $5,144+46.8% | $2,440+209.5% |
| Participant deferral / active EE | $6,306 | $3,260+93.4% | $5,198+21.3% | $3,608+74.8% |
| Admin fee / account holder | $2,714 | $5,880-53.8% | $13,955-80.6% | $5,124-47.0% |