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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 | $187,572 | $93,589+100.4% | $135,942+38.0% | $75,181+149.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.17% | 30.90%-14.7pp | 68.28%-52.1pp | 160.69%-144.5pp |
| Employer contribution / active EE | $3,810 | $3,537+7.7% | $4,858-21.6% | $2,671+42.7% |
| Participant deferral / active EE | $11,153 | $6,405+74.1% | $7,759+43.7% | $4,126+170.3% |
| Admin fee / account holder | $21,696 | $6,977+210.9% | $10,764+101.6% | $5,650+284.0% |