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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 | $199,299 | $98,240+102.9% | $82,312+142.1% | $147,586+35.0% |
| Participation rate | 95.8% | 79.7%+16.1pp | 76.9%+18.9pp | 82.8%+13.0pp |
| Annual return | 14.50% | 30.85%-16.4pp | 25.88%-11.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $14,583 | $3,192+356.9% | $2,428+500.5% | $4,876+199.1% |
| Participant deferral / active EE | $10,367 | $4,383+136.5% | $3,706+179.7% | $5,439+90.6% |
| Admin fee / account holder | $38,553 | $8,563+350.2% | $5,608+587.5% | $10,886+254.2% |