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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 | $82,158 | $75,832+8.3% | $147,617-44.3% | $59,633+37.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 26.54% | 0.37%+26.2pp | 61.98%-35.4pp | 2041.45%-2014.9pp |
| Employer contribution / active EE | $10,617 | $3,485+204.7% | $5,564+90.8% | $2,203+382.0% |
| Participant deferral / active EE | $6,594 | $3,131+110.7% | $4,895+34.7% | $3,192+106.6% |
| Admin fee / account holder | $17,221 | $5,986+187.7% | $11,612+48.3% | $4,297+300.8% |