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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 | $152,027 | $85,171+78.5% | $172,752-12.0% | $72,975+108.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.92% | 27.32%-2.4pp | 802.97%-778.1pp | 81.01%-56.1pp |
| Employer contribution / active EE | $7,177 | $3,324+115.9% | $5,144+39.5% | $2,440+194.1% |
| Participant deferral / active EE | $14,241 | $3,260+336.9% | $5,198+174.0% | $3,608+294.8% |
| Admin fee / account holder | $6,698 | $5,880+13.9% | $13,955-52.0% | $5,124+30.7% |