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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 | $171,335 | $105,200+62.9% | $159,474+7.4% | $85,847+99.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.21% | 45.08%-30.9pp | 263.68%-249.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $5,509 | $3,319+66.0% | $4,831+14.0% | $2,565+114.7% |
| Participant deferral / active EE | $8,742 | $5,946+47.0% | $7,353+18.9% | $3,952+121.2% |
| Admin fee / account holder | $38,842 | $6,934+460.1% | $10,802+259.6% | $6,261+520.4% |