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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 | $193,906 | $98,776+96.3% | $149,745+29.5% | $79,856+142.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.13% | 27.38%-14.2pp | 276.72%-263.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,367 | $3,217+4.6% | $4,646-27.5% | $2,471+36.2% |
| Participant deferral / active EE | $8,225 | $5,681+44.8% | $6,843+20.2% | $3,741+119.9% |
| Admin fee / account holder | $16,917 | $6,053+179.5% | $9,312+81.7% | $5,306+218.8% |