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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 | $167,806 | $95,415+75.9% | $185,851-9.7% | $85,851+95.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.91% | 23.59%-8.7pp | 122.11%-107.2pp | 318.63%-303.7pp |
| Employer contribution / active EE | $24,276 | $3,314+632.5% | $5,168+369.7% | $2,565+846.3% |
| Participant deferral / active EE | $14,247 | $3,424+316.1% | $5,569+155.9% | $3,952+260.5% |
| Admin fee / account holder | $52,764 | $7,215+631.3% | $16,245+224.8% | $6,261+742.7% |