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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 | $186,841 | $102,938+81.5% | $94,105+98.5% | $138,895+34.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 16.46% | 250.28%-233.8pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $31,559 | $2,732+1055.2% | $2,504+1160.1% | $4,194+652.4% |
| Participant deferral / active EE | $13,405 | $4,196+219.4% | $3,881+245.4% | $6,396+109.6% |
| Admin fee / account holder | $289,790 | $6,600+4290.9% | $6,199+4574.5% | $12,562+2206.8% |