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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 | $214,286 | $105,198+103.7% | $159,455+34.4% | $85,856+149.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.16% | 45.08%-30.9pp | 263.63%-249.5pp | 318.58%-304.4pp |
| Employer contribution / active EE | $8,113 | $3,319+144.4% | $4,830+68.0% | $2,565+216.3% |
| Participant deferral / active EE | $10,317 | $5,946+73.5% | $7,353+40.3% | $3,952+161.1% |
| Admin fee / account holder | $6,751 | $6,934-2.6% | $10,800-37.5% | $6,261+7.8% |