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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 | $247,035 | $137,414+79.8% | $189,537+30.3% | $85,847+187.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 34.62% | 38.14%-3.5pp | 555.34%-520.7pp | 318.61%-284.0pp |
| Employer contribution / active EE | $13,277 | $4,344+205.6% | $6,161+115.5% | $2,565+417.6% |
| Participant deferral / active EE | $16,374 | $6,260+161.6% | $8,220+99.2% | $3,952+314.3% |
| Admin fee / account holder | $4,022 | $8,630-53.4% | $12,048-66.6% | $6,261-35.8% |