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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 | $218,167 | $105,210+107.4% | $159,487+36.8% | $85,851+154.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.96% | 45.08%-29.1pp | 263.71%-247.8pp | 318.63%-302.7pp |
| Employer contribution / active EE | $13,931 | $3,319+319.7% | $4,831+188.4% | $2,565+443.0% |
| Participant deferral / active EE | $11,469 | $5,946+92.9% | $7,354+56.0% | $3,952+190.2% |
| Admin fee / account holder | $14,215 | $6,934+105.0% | $10,804+31.6% | $6,261+127.0% |