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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 | $180,301 | $85,171+111.7% | $172,753+4.4% | $72,976+147.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.62% | 27.32%-2.7pp | 803.00%-778.4pp | 81.02%-56.4pp |
| Employer contribution / active EE | $6,803 | $3,324+104.7% | $5,144+32.3% | $2,440+178.8% |
| Participant deferral / active EE | $5,190 | $3,260+59.2% | $5,198-0.2% | $3,608+43.8% |
| Admin fee / account holder | $809 | $5,880-86.2% | $13,956-94.2% | $5,124-84.2% |