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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 | $230,218 | $105,200+118.8% | $159,474+44.4% | $85,847+168.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.84% | 45.08%-29.2pp | 263.68%-247.8pp | 318.61%-302.8pp |
| Employer contribution / active EE | $11,366 | $3,319+242.5% | $4,831+135.3% | $2,565+343.0% |
| Participant deferral / active EE | $9,982 | $5,946+67.9% | $7,353+35.8% | $3,952+152.6% |
| Admin fee / account holder | $5,431 | $6,934-21.7% | $10,802-49.7% | $6,261-13.3% |