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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 | $234,336 | $105,210+122.7% | $159,487+46.9% | $85,851+173.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.35% | 45.08%-24.7pp | 263.71%-243.4pp | 318.63%-298.3pp |
| Employer contribution / active EE | $5,536 | $3,319+66.8% | $4,831+14.6% | $2,565+115.8% |
| Participant deferral / active EE | $15,057 | $5,946+153.2% | $7,354+104.8% | $3,952+281.0% |
| Admin fee / account holder | $5,920 | $6,934-14.6% | $10,804-45.2% | $6,261-5.4% |