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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 | $216,989 | $105,210+106.2% | $159,487+36.1% | $85,851+152.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.38% | 45.08%-30.7pp | 263.71%-249.3pp | 318.63%-304.3pp |
| Employer contribution / active EE | $6,739 | $3,319+103.0% | $4,831+39.5% | $2,565+162.7% |
| Participant deferral / active EE | $6,926 | $5,946+16.5% | $7,354-5.8% | $3,952+75.2% |
| Admin fee / account holder | $21,351 | $6,934+207.9% | $10,804+97.6% | $6,261+241.0% |