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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 | $174,666 | $95,415+83.1% | $185,851-6.0% | $85,851+103.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.34% | 23.59%-11.2pp | 122.11%-109.8pp | 318.63%-306.3pp |
| Employer contribution / active EE | $7,767 | $3,314+134.4% | $5,168+50.3% | $2,565+202.8% |
| Participant deferral / active EE | $6,070 | $3,424+77.3% | $5,569+9.0% | $3,952+53.6% |
| Admin fee / account holder | $66,870 | $7,215+826.9% | $16,245+311.6% | $6,261+968.0% |