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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 | $180,952 | $85,171+112.5% | $172,752+4.7% | $72,975+148.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.12% | 27.32%-1.2pp | 802.97%-776.9pp | 81.01%-54.9pp |
| Employer contribution / active EE | $9,511 | $3,324+186.1% | $5,144+84.9% | $2,440+289.8% |
| Participant deferral / active EE | $4,186 | $3,260+28.4% | $5,198-19.5% | $3,608+16.0% |
| Admin fee / account holder | $3,677 | $5,880-37.5% | $13,955-73.6% | $5,124-28.2% |