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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 | $148,420 | $85,171+74.3% | $172,752-14.1% | $72,975+103.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.36% | 27.32%-11.0pp | 802.97%-786.6pp | 81.01%-64.7pp |
| Employer contribution / active EE | $10,860 | $3,324+226.7% | $5,144+111.1% | $2,440+345.1% |
| Participant deferral / active EE | $7,879 | $3,260+141.7% | $5,198+51.6% | $3,608+118.4% |
| Admin fee / account holder | $25,340 | $5,880+330.9% | $13,955+81.6% | $5,124+394.5% |