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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 | $235,711 | $98,776+138.6% | $149,745+57.4% | $79,856+195.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.59% | 27.38%-14.8pp | 276.72%-264.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $5,519 | $3,217+71.6% | $4,646+18.8% | $2,471+123.3% |
| Participant deferral / active EE | $10,695 | $5,681+88.2% | $6,843+56.3% | $3,741+185.9% |
| Admin fee / account holder | $34,244 | $6,053+465.8% | $9,312+267.8% | $5,306+545.3% |