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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 | $164,466 | $84,236+95.2% | $170,435-3.5% | $70,126+134.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.12% | 23.06%-2.9pp | 205.94%-185.8pp | 73.15%-53.0pp |
| Employer contribution / active EE | $15,566 | $3,387+359.6% | $5,432+186.6% | $2,343+564.5% |
| Participant deferral / active EE | $9,773 | $3,086+216.7% | $4,939+97.9% | $3,332+193.3% |
| Admin fee / account holder | $36,417 | $5,698+539.1% | $13,881+162.4% | $4,645+683.9% |