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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 | $214,658 | $137,414+56.2% | $189,537+13.3% | $85,847+150.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 30.06% | 38.14%-8.1pp | 555.34%-525.3pp | 318.61%-288.5pp |
| Employer contribution / active EE | $13,291 | $4,344+205.9% | $6,161+115.7% | $2,565+418.1% |
| Participant deferral / active EE | $18,079 | $6,260+188.8% | $8,220+119.9% | $3,952+357.4% |
| Admin fee / account holder | $10,237 | $8,630+18.6% | $12,048-15.0% | $6,261+63.5% |