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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 | $179,570 | $85,206+110.7% | $172,745+4.0% | $72,986+146.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.72% | 27.32%-7.6pp | 802.90%-783.2pp | 81.01%-61.3pp |
| Employer contribution / active EE | $8,066 | $3,325+142.6% | $5,144+56.8% | $2,440+230.6% |
| Participant deferral / active EE | $5,369 | $3,260+64.7% | $5,197+3.3% | $3,607+48.8% |
| Admin fee / account holder | $14,551 | $5,883+147.3% | $13,954+4.3% | $5,124+184.0% |