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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 | $105,195+122.8% | $159,450+47.0% | $85,854+172.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.35% | 45.08%-24.7pp | 263.60%-243.3pp | 318.56%-298.2pp |
| Employer contribution / active EE | $5,536 | $3,319+66.8% | $4,830+14.6% | $2,565+115.8% |
| Participant deferral / active EE | $15,057 | $5,946+153.2% | $7,352+104.8% | $3,952+281.0% |
| Admin fee / account holder | $5,920 | $6,934-14.6% | $10,800-45.2% | $6,260-5.4% |