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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 | $225,485 | $99,994+125.5% | $146,647+53.8% | $85,851+162.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.66% | 18.93%-5.3pp | 22.75%-9.1pp | 318.63%-305.0pp |
| Employer contribution / active EE | $14,362 | $2,559+461.2% | $4,137+247.2% | $2,565+459.8% |
| Participant deferral / active EE | $4,925 | $4,006+22.9% | $5,506-10.6% | $3,952+24.6% |
| Admin fee / account holder | $17,026 | $7,703+121.0% | $10,281+65.6% | $6,261+171.9% |