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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 | $230,325 | $137,414+67.6% | $189,545+21.5% | $85,851+168.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.83% | 38.14%-22.3pp | 555.36%-539.5pp | 318.63%-302.8pp |
| Employer contribution / active EE | $3,306 | $4,344-23.9% | $6,162-46.4% | $2,565+28.8% |
| Participant deferral / active EE | $10,535 | $6,260+68.3% | $8,220+28.2% | $3,952+166.6% |
| Admin fee / account holder | $22,518 | $8,630+160.9% | $12,049+86.9% | $6,261+259.7% |