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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 | $235,122 | $51,638+355.3% | $68,368+243.9% | $82,448+185.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.43% | 37.53%-23.1pp | 292.57%-278.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $14,098 | $2,047+588.9% | $2,649+432.2% | $2,551+452.7% |
| Participant deferral / active EE | $4,365 | $2,914+49.8% | $4,123+5.9% | $4,139+5.4% |
| Admin fee / account holder | $18,566 | $4,643+299.8% | $5,150+260.5% | $7,234+156.6% |