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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 | $171,972 | $51,638+233.0% | $68,368+151.5% | $82,448+108.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.80% | 37.53%-23.7pp | 292.57%-278.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $8,629 | $2,047+321.7% | $2,649+225.8% | $2,551+238.3% |
| Participant deferral / active EE | $14,700 | $2,914+404.5% | $4,123+256.6% | $4,139+255.1% |
| Admin fee / account holder | $36,786 | $4,643+692.2% | $5,150+614.3% | $7,234+408.5% |