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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 | $186,068 | $85,766+116.9% | $136,295+36.5% | $70,131+165.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.07% | 31.45%-14.4pp | 5155.97%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $10,403 | $2,966+250.7% | $4,695+121.5% | $2,342+344.1% |
| Participant deferral / active EE | $9,600 | $5,051+90.0% | $6,247+53.7% | $3,332+188.1% |
| Admin fee / account holder | $6,770 | $5,420+24.9% | $9,243-26.8% | $4,645+45.7% |