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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 | $246,927 | $88,672+178.5% | $105,223+134.7% | $82,448+199.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.27% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $20,977 | $3,048+588.2% | $3,689+468.7% | $2,551+722.3% |
| Participant deferral / active EE | $6,401 | $4,036+58.6% | $5,072+26.2% | $4,139+54.6% |
| Admin fee / account holder | $68,423 | $7,146+857.5% | $8,859+672.4% | $7,234+845.8% |