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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 | $207,530 | $85,171+143.7% | $172,753+20.1% | $72,976+184.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.48% | 27.32%-1.8pp | 803.00%-777.5pp | 81.02%-55.5pp |
| Employer contribution / active EE | $8,163 | $3,324+145.6% | $5,144+58.7% | $2,440+234.5% |
| Participant deferral / active EE | $9,971 | $3,260+205.9% | $5,198+91.8% | $3,608+176.4% |
| Admin fee / account holder | $1,500 | $5,880-74.5% | $13,956-89.3% | $5,124-70.7% |