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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 | $220,000 | $72,071+205.3% | $68,368+221.8% | $137,256+60.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.19% | 353.14%-336.0pp | 292.57%-275.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $19,407 | $2,788+596.1% | $2,649+632.6% | $4,156+367.0% |
| Participant deferral / active EE | $12,457 | $4,410+182.5% | $4,123+202.2% | $6,407+94.4% |
| Admin fee / account holder | $98,351 | $5,336+1743.3% | $5,150+1809.8% | $12,270+701.5% |