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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 | $151,715 | $85,171+78.1% | $172,752-12.2% | $72,975+107.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.39% | 27.32%-1.9pp | 802.97%-777.6pp | 81.01%-55.6pp |
| Employer contribution / active EE | $8,619 | $3,324+159.3% | $5,144+67.5% | $2,440+253.2% |
| Participant deferral / active EE | $5,493 | $3,260+68.5% | $5,198+5.7% | $3,608+52.3% |
| Admin fee / account holder | $1,506 | $5,880-74.4% | $13,955-89.2% | $5,124-70.6% |