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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 | $219,905 | $105,200+109.0% | $159,474+37.9% | $85,847+156.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.33% | 45.08%-29.7pp | 263.68%-248.3pp | 318.61%-303.3pp |
| Employer contribution / active EE | $8,667 | $3,319+161.2% | $4,831+79.4% | $2,565+237.9% |
| Participant deferral / active EE | $13,188 | $5,946+121.8% | $7,353+79.3% | $3,952+233.7% |
| Admin fee / account holder | $1,151 | $6,934-83.4% | $10,802-89.3% | $6,261-81.6% |