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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 | $184,740 | $105,200+75.6% | $159,474+15.8% | $85,847+115.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.83% | 45.08%-30.2pp | 263.68%-248.8pp | 318.61%-303.8pp |
| Employer contribution / active EE | $5,055 | $3,319+52.3% | $4,831+4.6% | $2,565+97.1% |
| Participant deferral / active EE | $10,931 | $5,946+83.9% | $7,353+48.7% | $3,952+176.6% |
| Admin fee / account holder | $4,519 | $6,934-34.8% | $10,802-58.2% | $6,261-27.8% |