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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 | $155,189 | $51,638+200.5% | $68,368+127.0% | $82,448+88.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.22% | 37.53%-21.3pp | 292.57%-276.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $5,664 | $2,047+176.7% | $2,649+113.8% | $2,551+122.0% |
| Participant deferral / active EE | $8,272 | $2,914+183.9% | $4,123+100.7% | $4,139+99.8% |
| Admin fee / account holder | $27,442 | $4,643+491.0% | $5,150+432.9% | $7,234+279.3% |