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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 | $169,609 | $85,171+99.1% | $172,752-1.8% | $72,975+132.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.61% | 27.32%-6.7pp | 802.97%-782.4pp | 81.01%-60.4pp |
| Employer contribution / active EE | $10,859 | $3,324+226.7% | $5,144+111.1% | $2,440+345.0% |
| Participant deferral / active EE | $7,370 | $3,260+126.1% | $5,198+41.8% | $3,608+104.3% |
| Admin fee / account holder | $9,211 | $5,880+56.6% | $13,955-34.0% | $5,124+79.8% |