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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 | $151,096 | $100,060+51.0% | $149,721+0.9% | $70,126+115.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 30.54% | 27.46%+3.1pp | 1501.67%-1471.1pp | 73.15%-42.6pp |
| Employer contribution / active EE | $14,611 | $3,661+299.1% | $5,444+168.4% | $2,343+523.7% |
| Participant deferral / active EE | $18,708 | $4,982+275.5% | $6,568+184.8% | $3,332+461.5% |
| Admin fee / account holder | $11,733 | $8,285+41.6% | $11,282+4.0% | $4,645+152.6% |