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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 | $185,197 | $85,171+117.4% | $172,753+7.2% | $72,976+153.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.52% | 27.32%-3.8pp | 803.00%-779.5pp | 81.02%-57.5pp |
| Employer contribution / active EE | $8,993 | $3,324+170.6% | $5,144+74.8% | $2,440+268.6% |
| Participant deferral / active EE | $6,014 | $3,260+84.5% | $5,198+15.7% | $3,608+66.7% |
| Admin fee / account holder | $19,735 | $5,880+235.6% | $13,956+41.4% | $5,124+285.1% |