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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 | $139,228 | $98,240+41.7% | $82,312+69.1% | $147,586-5.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.97% | 30.85%-18.9pp | 25.88%-13.9pp | 578.59%-566.6pp |
| Employer contribution / active EE | $4,378 | $3,192+37.2% | $2,428+80.3% | $4,876-10.2% |
| Participant deferral / active EE | $10,946 | $4,383+149.7% | $3,706+195.3% | $5,439+101.3% |
| Admin fee / account holder | $75,710 | $8,563+784.1% | $5,608+1250.1% | $10,886+595.5% |