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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 | $173,040 | $105,200+64.5% | $159,474+8.5% | $85,847+101.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.50% | 45.08%-30.6pp | 263.68%-249.2pp | 318.61%-304.1pp |
| Employer contribution / active EE | $7,762 | $3,319+133.9% | $4,831+60.7% | $2,565+202.6% |
| Participant deferral / active EE | $4,860 | $5,946-18.3% | $7,353-33.9% | $3,952+23.0% |
| Admin fee / account holder | $7,541 | $6,934+8.7% | $10,802-30.2% | $6,261+20.4% |