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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 | $221,935 | $175,231+26.7% | $149,696+48.3% | $139,466+59.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.07% | 166.77%-152.7pp | 134.46%-120.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $11,761 | $5,478+114.7% | $4,821+144.0% | $4,754+147.4% |
| Participant deferral / active EE | $12,029 | $6,521+84.5% | $5,682+111.7% | $6,712+79.2% |
| Admin fee / account holder | $3,497 | $16,155-78.4% | $13,212-73.5% | $11,409-69.4% |