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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 | $160,350 | $105,200+52.4% | $159,474+0.5% | $85,847+86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.33% | 45.08%-31.7pp | 263.68%-250.3pp | 318.61%-305.3pp |
| Employer contribution / active EE | $4,595 | $3,319+38.5% | $4,831-4.9% | $2,565+79.1% |
| Participant deferral / active EE | $8,904 | $5,946+49.8% | $7,353+21.1% | $3,952+125.3% |
| Admin fee / account holder | $7,327 | $6,934+5.7% | $10,802-32.2% | $6,261+17.0% |