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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 | $166,974 | $60,139+177.6% | $90,461+84.6% | $79,856+109.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.71% | 71.96%-59.3pp | 1294.76%-1282.1pp | 31.71%-19.0pp |
| Employer contribution / active EE | $7,516 | $2,069+263.3% | $3,264+130.3% | $2,471+204.2% |
| Participant deferral / active EE | $4,095 | $2,939+39.3% | $3,964+3.3% | $3,741+9.5% |
| Admin fee / account holder | $10,506 | $3,978+164.1% | $5,617+87.1% | $5,306+98.0% |