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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 | $103,626 | $105,210-1.5% | $159,487-35.0% | $85,851+20.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.68% | 45.08%-31.4pp | 263.71%-250.0pp | 318.63%-305.0pp |
| Employer contribution / active EE | $6,418 | $3,319+93.4% | $4,831+32.8% | $2,565+150.2% |
| Participant deferral / active EE | $11,976 | $5,946+101.4% | $7,354+62.9% | $3,952+203.0% |
| Admin fee / account holder | $16,863 | $6,934+143.2% | $10,804+56.1% | $6,261+169.3% |