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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 | $200,959 | $84,236+138.6% | $170,435+17.9% | $70,126+186.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.53% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $5,482 | $3,387+61.8% | $5,432+0.9% | $2,343+134.0% |
| Participant deferral / active EE | $5,471 | $3,086+77.3% | $4,939+10.8% | $3,332+64.2% |
| Admin fee / account holder | $37,648 | $5,698+560.7% | $13,881+171.2% | $4,645+710.4% |