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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 | $172,234 | $58,258+195.6% | $81,820+110.5% | $80,925+112.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.64% | 41.76%-27.1pp | 777.93%-763.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $9,152 | $2,345+290.2% | $2,915+214.0% | $2,756+232.1% |
| Participant deferral / active EE | $15,908 | $3,284+384.5% | $4,323+268.0% | $4,299+270.1% |
| Admin fee / account holder | $28,736 | $4,976+477.5% | $7,391+288.8% | $6,940+314.1% |