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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 | $198,696 | $105,200+88.9% | $159,474+24.6% | $85,847+131.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.33% | 45.08%-29.7pp | 263.68%-248.3pp | 318.61%-303.3pp |
| Employer contribution / active EE | $11,610 | $3,319+249.8% | $4,831+140.3% | $2,565+352.6% |
| Participant deferral / active EE | $14,386 | $5,946+142.0% | $7,353+95.6% | $3,952+264.0% |
| Admin fee / account holder | $5,891 | $6,934-15.1% | $10,802-45.5% | $6,261-5.9% |