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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 | $248,887 | $78,707+216.2% | $117,861+111.2% | $70,126+254.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.63% | 23.30%-8.7pp | 335.11%-320.5pp | 73.15%-58.5pp |
| Employer contribution / active EE | $6,987 | $2,223+214.2% | $3,786+84.5% | $2,343+198.3% |
| Participant deferral / active EE | $6,927 | $3,297+110.1% | $4,482+54.5% | $3,332+107.9% |
| Admin fee / account holder | $31,782 | $5,066+527.4% | $8,021+296.2% | $4,645+584.1% |