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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 | $150,529 | $105,200+43.1% | $159,474-5.6% | $85,847+75.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.38% | 45.08%-26.7pp | 263.68%-245.3pp | 318.61%-300.2pp |
| Employer contribution / active EE | $9,864 | $3,319+197.2% | $4,831+104.2% | $2,565+284.5% |
| Participant deferral / active EE | $9,409 | $5,946+58.3% | $7,353+28.0% | $3,952+138.1% |
| Admin fee / account holder | $15,004 | $6,934+116.4% | $10,802+38.9% | $6,261+139.7% |