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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 | $237,554 | $65,034+265.3% | $90,970+161.1% | $79,856+197.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.70% | 30.45%-16.8pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $9,047 | $1,247+625.2% | $2,122+326.4% | $2,471+266.1% |
| Participant deferral / active EE | $6,755 | $2,512+168.9% | $3,373+100.3% | $3,741+80.6% |
| Admin fee / account holder | $16,865 | $4,536+271.8% | $5,961+182.9% | $5,306+217.8% |