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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 | $173,068 | $89,367+93.7% | $141,191+22.6% | $72,975+137.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.21% | 111.87%-87.7pp | 71.41%-47.2pp | 81.01%-56.8pp |
| Employer contribution / active EE | $4,566 | $3,115+46.6% | $4,736-3.6% | $2,440+87.1% |
| Participant deferral / active EE | $12,489 | $5,419+130.5% | $6,710+86.1% | $3,608+246.2% |
| Admin fee / account holder | $22,876 | $5,957+284.1% | $10,264+122.9% | $5,124+346.4% |