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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 | $240,206 | $105,198+128.3% | $159,455+50.6% | $85,856+179.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.63% | 45.08%-30.4pp | 263.63%-249.0pp | 318.58%-303.9pp |
| Employer contribution / active EE | $9,013 | $3,319+171.6% | $4,830+86.6% | $2,565+251.3% |
| Participant deferral / active EE | $9,927 | $5,946+67.0% | $7,353+35.0% | $3,952+151.2% |
| Admin fee / account holder | $744 | $6,934-89.3% | $10,800-93.1% | $6,261-88.1% |