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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 | $191,095 | $98,776+93.5% | $149,745+27.6% | $79,856+139.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.85% | 27.38%-8.5pp | 276.72%-257.9pp | 31.71%-12.9pp |
| Employer contribution / active EE | $8,000 | $3,217+148.7% | $4,646+72.2% | $2,471+223.7% |
| Participant deferral / active EE | $5,627 | $5,681-1.0% | $6,843-17.8% | $3,741+50.4% |
| Admin fee / account holder | $35,457 | $6,053+485.8% | $9,312+280.8% | $5,306+568.2% |