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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 | $212,557 | $185,883+14.3% | $170,043+25.0% | $139,466+52.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.96% | 60.54%-45.6pp | 53.40%-38.4pp | 373.66%-358.7pp |
| Employer contribution / active EE | $14,000 | $7,596+84.3% | $6,790+106.2% | $4,754+194.5% |
| Participant deferral / active EE | $15,000 | $11,626+29.0% | $10,410+44.1% | $6,712+123.5% |
| Admin fee / account holder | $2,086 | $15,393-86.5% | $12,824-83.7% | $11,409-81.7% |