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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 | $243,755 | $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 | 24.80% | 27.32%-2.5pp | 803.00%-778.2pp | 81.02%-56.2pp |
| Employer contribution / active EE | $17,314 | $3,324+420.9% | $5,144+236.6% | $2,440+609.6% |
| Participant deferral / active EE | $9,576 | $3,260+193.7% | $5,198+84.2% | $3,608+165.4% |
| Admin fee / account holder | $53,176 | $5,880+804.3% | $13,956+281.0% | $5,124+937.8% |