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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 | $153,407 | $53,128+188.7% | $86,582+77.2% | $70,126+118.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.95% | 27.66%-11.7pp | 965.08%-949.1pp | 73.15%-57.2pp |
| Employer contribution / active EE | $5,008 | $2,068+142.1% | $2,839+76.4% | $2,343+113.8% |
| Participant deferral / active EE | $8,344 | $2,695+209.6% | $3,609+131.2% | $3,332+150.4% |
| Admin fee / account holder | $19,113 | $3,584+433.3% | $4,904+289.7% | $4,645+311.4% |