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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 | $154,400 | $85,171+81.3% | $172,753-10.6% | $72,976+111.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.25% | 27.32%-3.1pp | 803.00%-778.8pp | 81.02%-56.8pp |
| Employer contribution / active EE | $7,721 | $3,324+132.3% | $5,144+50.1% | $2,440+216.4% |
| Participant deferral / active EE | $5,396 | $3,260+65.5% | $5,198+3.8% | $3,608+49.6% |
| Admin fee / account holder | $3,594 | $5,880-38.9% | $13,956-74.2% | $5,124-29.9% |