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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 | $199,049 | $78,682+153.0% | $109,191+82.3% | $85,852+131.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.46% | 25.09%-6.6pp | 25.76%-7.3pp | 318.66%-300.2pp |
| Employer contribution / active EE | $9,902 | $2,734+262.2% | $3,723+166.0% | $2,566+286.0% |
| Participant deferral / active EE | $4,208 | $3,468+21.4% | $4,653-9.6% | $3,952+6.5% |
| Admin fee / account holder | $19,390 | $5,470+254.5% | $6,756+187.0% | $6,261+209.7% |