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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 | $159,425 | $78,705+102.6% | $117,857+35.3% | $70,131+127.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.25% | 23.30%-6.0pp | 335.09%-317.8pp | 73.14%-55.9pp |
| Employer contribution / active EE | $6,756 | $2,223+203.9% | $3,786+78.4% | $2,342+188.4% |
| Participant deferral / active EE | $6,600 | $3,297+100.2% | $4,482+47.3% | $3,332+98.1% |
| Admin fee / account holder | $16,695 | $5,065+229.6% | $8,020+108.2% | $4,645+259.4% |