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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 | $197,774 | $84,236+134.8% | $170,435+16.0% | $70,126+182.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.08% | 23.06%-4.0pp | 205.94%-186.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $19,182 | $3,387+466.3% | $5,432+253.1% | $2,343+718.9% |
| Participant deferral / active EE | $11,529 | $3,086+273.6% | $4,939+133.4% | $3,332+246.0% |
| Admin fee / account holder | $27,726 | $5,698+386.6% | $13,881+99.7% | $4,645+496.8% |