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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 | $163,427 | $58,258+180.5% | $81,820+99.7% | $80,925+101.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.13% | 41.76%-30.6pp | 777.93%-766.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $10,197 | $2,345+334.8% | $2,915+249.8% | $2,756+270.0% |
| Participant deferral / active EE | $9,900 | $3,284+201.5% | $4,323+129.0% | $4,299+130.3% |
| Admin fee / account holder | $66,666 | $4,976+1239.7% | $7,391+802.1% | $6,940+860.6% |