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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 | $143,266 | $52,279+174.0% | $89,400+60.3% | $79,858+79.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 17.42% | 22.16%-4.7pp | 245.64%-228.2pp | 31.72%-14.3pp |
| Employer contribution / active EE | $9,124 | $1,572+480.6% | $2,586+252.8% | $2,471+269.3% |
| Participant deferral / active EE | $12,152 | $2,740+343.5% | $3,890+212.4% | $3,740+224.9% |
| Admin fee / account holder | $3,659 | $3,356+9.0% | $4,882-25.1% | $5,306-31.0% |