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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 | $175,709 | $78,705+123.3% | $117,860+49.1% | $70,124+150.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.43% | 23.30%-8.9pp | 335.10%-320.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $6,995 | $2,223+214.6% | $3,786+84.7% | $2,342+198.6% |
| Participant deferral / active EE | $9,338 | $3,297+183.2% | $4,482+108.3% | $3,332+180.3% |
| Admin fee / account holder | $18,156 | $5,065+258.4% | $8,021+126.4% | $4,645+290.8% |