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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 | $227,463 | $85,766+165.2% | $136,298+66.9% | $70,126+224.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.03% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $12,856 | $2,966+333.4% | $4,696+173.8% | $2,343+448.8% |
| Participant deferral / active EE | $10,746 | $5,051+112.7% | $6,247+72.0% | $3,332+222.5% |
| Admin fee / account holder | $39,384 | $5,421+626.5% | $9,244+326.1% | $4,645+747.8% |