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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 | $243,757 | $85,171+186.2% | $172,753+41.1% | $72,976+234.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.99% | 27.32%-10.3pp | 803.00%-786.0pp | 81.02%-64.0pp |
| Employer contribution / active EE | $30,452 | $3,324+816.1% | $5,144+492.0% | $2,440+1148.0% |
| Participant deferral / active EE | $15,527 | $3,260+376.3% | $5,198+198.7% | $3,608+330.4% |
| Admin fee / account holder | $8,349 | $5,880+42.0% | $13,956-40.2% | $5,124+62.9% |