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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 | $147,668 | $105,198+40.4% | $159,455-7.4% | $85,856+72.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.37% | 45.08%-26.7pp | 263.63%-245.3pp | 318.58%-300.2pp |
| Employer contribution / active EE | $9,749 | $3,319+193.8% | $4,830+101.8% | $2,565+280.1% |
| Participant deferral / active EE | $11,435 | $5,946+92.3% | $7,353+55.5% | $3,952+189.3% |
| Admin fee / account holder | $3,953 | $6,934-43.0% | $10,800-63.4% | $6,261-36.9% |