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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 | $221,001 | $101,069+118.7% | $81,478+171.2% | $147,585+49.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.22% | 32.40%-19.2pp | 38.78%-25.6pp | 578.57%-565.4pp |
| Employer contribution / active EE | $24,343 | $3,205+659.5% | $2,568+848.0% | $4,876+399.2% |
| Participant deferral / active EE | $26,065 | $4,242+514.5% | $3,537+637.0% | $5,439+379.3% |
| Admin fee / account holder | $48,738 | $5,812+738.6% | $4,561+968.6% | $10,885+347.7% |