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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 | $188,178 | $105,210+78.9% | $159,487+18.0% | $85,851+119.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.65% | 45.08%-30.4pp | 263.71%-249.1pp | 318.63%-304.0pp |
| Employer contribution / active EE | $5,530 | $3,319+66.6% | $4,831+14.5% | $2,565+115.6% |
| Participant deferral / active EE | $8,691 | $5,946+46.2% | $7,354+18.2% | $3,952+119.9% |
| Admin fee / account holder | $11,173 | $6,934+61.1% | $10,804+3.4% | $6,261+78.5% |