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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 | $219,313 | $137,414+59.6% | $189,537+15.7% | $85,847+155.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.42% | 38.14%-20.7pp | 555.34%-537.9pp | 318.61%-301.2pp |
| Employer contribution / active EE | $11,042 | $4,344+154.2% | $6,161+79.2% | $2,565+330.4% |
| Participant deferral / active EE | $14,726 | $6,260+135.2% | $8,220+79.1% | $3,952+272.6% |
| Admin fee / account holder | $4,470 | $8,630-48.2% | $12,048-62.9% | $6,261-28.6% |