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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 | $213,051 | $98,240+116.9% | $82,312+158.8% | $147,586+44.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.69% | 30.85%-19.2pp | 25.88%-14.2pp | 578.59%-566.9pp |
| Employer contribution / active EE | $4,679 | $3,192+46.6% | $2,428+92.7% | $4,876-4.1% |
| Participant deferral / active EE | $7,425 | $4,383+69.4% | $3,706+100.3% | $5,439+36.5% |
| Admin fee / account holder | $17,800 | $8,563+107.9% | $5,608+217.4% | $10,886+63.5% |