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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 | $214,593 | $101,069+112.3% | $81,478+163.4% | $147,585+45.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.74% | 32.40%-19.7pp | 38.78%-26.0pp | 578.57%-565.8pp |
| Employer contribution / active EE | $8,291 | $3,205+158.7% | $2,568+222.9% | $4,876+70.0% |
| Participant deferral / active EE | $3,218 | $4,242-24.1% | $3,537-9.0% | $5,439-40.8% |
| Admin fee / account holder | $23,756 | $5,812+308.7% | $4,561+420.8% | $10,885+118.2% |