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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 | $168,857 | $85,171+98.3% | $172,753-2.3% | $72,976+131.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.28% | 27.32%-3.0pp | 803.00%-778.7pp | 81.02%-56.7pp |
| Employer contribution / active EE | $16,434 | $3,324+394.4% | $5,144+219.5% | $2,440+573.5% |
| Participant deferral / active EE | $15,343 | $3,260+370.6% | $5,198+195.2% | $3,608+325.3% |
| Admin fee / account holder | $6,012 | $5,880+2.2% | $13,956-56.9% | $5,124+17.3% |