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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 | $172,216 | $105,198+63.7% | $159,455+8.0% | $85,856+100.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.07% | 45.08%-31.0pp | 263.63%-249.6pp | 318.58%-304.5pp |
| Employer contribution / active EE | $13,907 | $3,319+319.0% | $4,830+187.9% | $2,565+442.1% |
| Participant deferral / active EE | $10,102 | $5,946+69.9% | $7,353+37.4% | $3,952+155.6% |
| Admin fee / account holder | $3,191 | $6,934-54.0% | $10,800-70.5% | $6,261-49.0% |