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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 | $172,579 | $81,643+111.4% | $70,462+144.9% | $158,950+8.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.09% | 208.51%-192.4pp | 109.08%-93.0pp | 302.91%-286.8pp |
| Employer contribution / active EE | $4,655 | $3,218+44.7% | $2,737+70.1% | $4,762-2.2% |
| Participant deferral / active EE | $9,166 | $4,555+101.2% | $3,710+147.1% | $5,983+53.2% |
| Admin fee / account holder | $37,976 | $6,194+513.1% | $3,845+887.6% | $11,248+237.6% |