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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 | $197,586 | $98,776+100.0% | $149,745+31.9% | $79,856+147.4% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.5%+8.9pp | 69.6%+21.7pp |
| Annual return | 12.98% | 27.38%-14.4pp | 276.72%-263.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $10,542 | $3,217+227.7% | $4,646+126.9% | $2,471+326.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $36,928 | $6,053+510.1% | $9,312+296.6% | $5,306+595.9% |