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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 | $178,154 | $85,171+109.2% | $172,752+3.1% | $72,975+144.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 42.96% | 27.32%+15.6pp | 802.97%-760.0pp | 81.01%-38.1pp |
| Employer contribution / active EE | $7,670 | $3,324+130.7% | $5,144+49.1% | $2,440+214.3% |
| Participant deferral / active EE | $5,011 | $3,260+53.7% | $5,198-3.6% | $3,608+38.9% |
| Admin fee / account holder | $19,277 | $5,880+227.8% | $13,955+38.1% | $5,124+276.2% |