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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 | $227,590 | $105,198+116.3% | $159,455+42.7% | $85,856+165.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.51% | 45.08%-31.6pp | 263.63%-250.1pp | 318.58%-305.1pp |
| Employer contribution / active EE | $14,545 | $3,319+338.3% | $4,830+201.1% | $2,565+467.0% |
| Participant deferral / active EE | $16,925 | $5,946+184.7% | $7,353+130.2% | $3,952+328.3% |
| Admin fee / account holder | $1,506 | $6,934-78.3% | $10,800-86.1% | $6,261-75.9% |