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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 | $94,175 | $78,562+19.9% | $105,608-10.8% | $74,429+26.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 20.70% | 15.94%+4.8pp | 116.50%-95.8pp | 1368.38%-1347.7pp |
| Employer contribution / active EE | $6,273 | $2,521+148.8% | $3,167+98.1% | $2,625+139.0% |
| Participant deferral / active EE | $12,876 | $4,321+197.9% | $5,010+157.0% | $4,348+196.1% |
| Admin fee / account holder | $4,096 | $2,217+84.8% | $11,028-62.9% | $1,944+110.6% |