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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 | $181,397 | $65,434+177.2% | $98,483+84.2% | $85,847+111.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.55% | 21.75%-4.2pp | 1494.38%-1476.8pp | 318.61%-301.1pp |
| Employer contribution / active EE | $13,303 | $2,169+513.4% | $2,961+349.3% | $2,565+418.6% |
| Participant deferral / active EE | $16,018 | $3,168+405.6% | $4,276+274.6% | $3,952+305.3% |
| Admin fee / account holder | $1,998 | $4,595-56.5% | $5,953-66.4% | $6,261-68.1% |