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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 | $188,000 | $148,582+26.5% | $135,942+38.3% | $139,456+34.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.60% | 79.26%-62.7pp | 68.28%-51.7pp | 373.45%-356.9pp |
| Employer contribution / active EE | $11,928 | $5,245+127.4% | $4,858+145.6% | $4,753+151.0% |
| Participant deferral / active EE | $20,613 | $8,101+154.4% | $7,759+165.7% | $6,711+207.1% |
| Admin fee / account holder | $750 | $12,402-94.0% | $10,764-93.0% | $11,407-93.4% |