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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 | $245,395 | $105,210+133.2% | $159,487+53.9% | $85,851+185.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 14.86% | 45.08%-30.2pp | 263.71%-248.8pp | 318.63%-303.8pp |
| Employer contribution / active EE | $10,688 | $3,319+222.0% | $4,831+121.2% | $2,565+316.6% |
| Participant deferral / active EE | $10,790 | $5,946+81.5% | $7,354+46.7% | $3,952+173.0% |
| Admin fee / account holder | $31,990 | $6,934+361.3% | $10,804+196.1% | $6,261+410.9% |