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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 | $193,938 | $85,024+128.1% | $70,544+174.9% | $139,466+39.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 10.48% | 30.39%-19.9pp | 32.79%-22.3pp | 373.66%-363.2pp |
| Employer contribution / active EE | $38,206 | $3,912+876.6% | $2,976+1183.9% | $4,754+703.7% |
| Participant deferral / active EE | $22,500 | $5,891+281.9% | $4,568+392.5% | $6,712+235.2% |
| Admin fee / account holder | $46,813 | $8,928+424.3% | $6,427+628.4% | $11,409+310.3% |