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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 | $189,628 | $100,041+89.5% | $149,718+26.7% | $70,131+170.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.11% | 27.43%-6.3pp | 1501.70%-1480.6pp | 73.14%-52.0pp |
| Employer contribution / active EE | $8,333 | $3,662+127.6% | $5,444+53.1% | $2,342+255.7% |
| Participant deferral / active EE | $13,676 | $4,983+174.5% | $6,568+108.2% | $3,332+310.5% |
| Admin fee / account holder | $8,330 | $8,286+0.5% | $11,283-26.2% | $4,645+79.3% |