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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 | $170,670 | $98,776+72.8% | $149,745+14.0% | $79,856+113.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.31% | 27.38%-12.1pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $8,184 | $3,217+154.4% | $4,646+76.2% | $2,471+231.2% |
| Participant deferral / active EE | $8,514 | $5,681+49.9% | $6,843+24.4% | $3,741+127.6% |
| Admin fee / account holder | $21,990 | $6,053+263.3% | $9,312+136.2% | $5,306+314.4% |