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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 | $188,680 | $89,364+111.1% | $141,177+33.6% | $72,983+158.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.21% | 111.86%-92.6pp | 71.40%-52.2pp | 81.01%-61.8pp |
| Employer contribution / active EE | $3,754 | $3,115+20.5% | $4,736-20.7% | $2,440+53.9% |
| Participant deferral / active EE | $10,044 | $5,419+85.4% | $6,710+49.7% | $3,608+178.4% |
| Admin fee / account holder | $14,051 | $5,959+135.8% | $10,263+36.9% | $5,124+174.2% |