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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 | $213,983 | $105,210+103.4% | $159,487+34.2% | $85,851+149.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 24.88% | 45.08%-20.2pp | 263.71%-238.8pp | 318.63%-293.8pp |
| Employer contribution / active EE | $7,088 | $3,319+113.6% | $4,831+46.7% | $2,565+176.3% |
| Participant deferral / active EE | $5,751 | $5,946-3.3% | $7,354-21.8% | $3,952+45.5% |
| Admin fee / account holder | $12,732 | $6,934+83.6% | $10,804+17.9% | $6,261+103.4% |