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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 | $226,503 | $85,766+164.1% | $136,295+66.2% | $70,131+223.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.28% | 31.45%-15.2pp | 5155.97%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $8,788 | $2,966+196.3% | $4,695+87.2% | $2,342+275.1% |
| Participant deferral / active EE | $8,867 | $5,051+75.5% | $6,247+41.9% | $3,332+166.1% |
| Admin fee / account holder | $36,868 | $5,420+580.2% | $9,243+298.9% | $4,645+693.6% |