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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 | $106,019 | $57,330+84.9% | $86,656+22.3% | $75,177+41.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.45% | 2675.40%-2656.9pp | 593.09%-574.6pp | 160.75%-142.3pp |
| Employer contribution / active EE | $7,948 | $2,316+243.1% | $3,025+162.7% | $2,671+197.6% |
| Participant deferral / active EE | $9,442 | $3,320+184.4% | $4,439+112.7% | $4,126+128.8% |
| Admin fee / account holder | $8,619 | $4,115+109.5% | $5,619+53.4% | $5,651+52.5% |