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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 | $185,389 | $77,416+139.5% | $69,464+166.9% | $152,897+21.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 25.92% | 39.08%-13.2pp | 28.98%-3.1pp | 345.43%-319.5pp |
| Employer contribution / active EE | $12,163 | $3,315+267.0% | $2,779+337.6% | $4,764+155.3% |
| Participant deferral / active EE | $14,977 | $4,413+239.4% | $3,536+323.6% | $5,851+156.0% |
| Admin fee / account holder | $1,832 | $6,208-70.5% | $3,840-52.3% | $11,599-84.2% |