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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 | $187,120 | $105,200+77.9% | $159,474+17.3% | $85,847+118.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.51% | 45.08%-31.6pp | 263.68%-250.2pp | 318.61%-305.1pp |
| Employer contribution / active EE | $8,671 | $3,319+161.3% | $4,831+79.5% | $2,565+238.0% |
| Participant deferral / active EE | $10,229 | $5,946+72.0% | $7,353+39.1% | $3,952+158.8% |
| Admin fee / account holder | $13,175 | $6,934+90.0% | $10,802+22.0% | $6,261+110.4% |