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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 | $58,311+195.4% | $81,882+110.3% | $80,959+112.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.64% | 41.85%-27.2pp | 779.47%-764.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $9,152 | $2,347+290.0% | $2,916+213.9% | $2,757+232.0% |
| Participant deferral / active EE | $15,908 | $3,287+384.0% | $4,323+268.0% | $4,300+269.9% |
| Admin fee / account holder | $28,736 | $4,752+504.7% | $7,360+290.5% | $6,925+314.9% |