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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 | $194,010 | $105,198+84.4% | $159,455+21.7% | $85,856+126.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.30% | 45.08%-29.8pp | 263.63%-248.3pp | 318.58%-303.3pp |
| Employer contribution / active EE | $3,524 | $3,319+6.2% | $4,830-27.0% | $2,565+37.4% |
| Participant deferral / active EE | $10,011 | $5,946+68.4% | $7,353+36.1% | $3,952+153.3% |
| Admin fee / account holder | $2,388 | $6,934-65.6% | $10,800-77.9% | $6,261-61.9% |