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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 | $229,091 | $137,414+66.7% | $189,537+20.9% | $85,847+166.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.21% | 38.14%-22.9pp | 555.34%-540.1pp | 318.61%-303.4pp |
| Employer contribution / active EE | $11,325 | $4,344+160.7% | $6,161+83.8% | $2,565+341.5% |
| Participant deferral / active EE | $12,082 | $6,260+93.0% | $8,220+47.0% | $3,952+205.7% |
| Admin fee / account holder | $14,596 | $8,630+69.1% | $12,048+21.1% | $6,261+133.1% |