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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 | $219,662 | $137,414+59.9% | $189,545+15.9% | $85,851+155.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.33% | 38.14%-23.8pp | 555.36%-541.0pp | 318.63%-304.3pp |
| Employer contribution / active EE | $7,708 | $4,344+77.4% | $6,162+25.1% | $2,565+200.4% |
| Participant deferral / active EE | $5,289 | $6,260-15.5% | $8,220-35.7% | $3,952+33.8% |
| Admin fee / account holder | $7,122 | $8,630-17.5% | $12,049-40.9% | $6,261+13.7% |