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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 | $171,538 | $85,171+101.4% | $172,753-0.7% | $72,976+135.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.15% | 27.32%-3.2pp | 803.00%-778.9pp | 81.02%-56.9pp |
| Employer contribution / active EE | $7,710 | $3,324+131.9% | $5,144+49.9% | $2,440+216.0% |
| Participant deferral / active EE | $7,138 | $3,260+119.0% | $5,198+37.3% | $3,608+97.9% |
| Admin fee / account holder | $2,287 | $5,880-61.1% | $13,956-83.6% | $5,124-55.4% |