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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 | $196,415 | $105,200+86.7% | $159,474+23.2% | $85,847+128.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.43% | 45.08%-29.6pp | 263.68%-248.2pp | 318.61%-303.2pp |
| Employer contribution / active EE | $5,901 | $3,319+77.8% | $4,831+22.2% | $2,565+130.0% |
| Participant deferral / active EE | $9,726 | $5,946+63.6% | $7,353+32.3% | $3,952+146.1% |
| Admin fee / account holder | $7,664 | $6,934+10.5% | $10,802-29.0% | $6,261+22.4% |