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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 | $229,239 | $105,198+117.9% | $159,455+43.8% | $85,856+167.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.45% | 45.08%-31.6pp | 263.63%-250.2pp | 318.58%-305.1pp |
| Employer contribution / active EE | $4,152 | $3,319+25.1% | $4,830-14.0% | $2,565+61.9% |
| Participant deferral / active EE | $7,730 | $5,946+30.0% | $7,353+5.1% | $3,952+95.6% |
| Admin fee / account holder | $4,115 | $6,934-40.7% | $10,800-61.9% | $6,261-34.3% |