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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 | $168,480 | $55,457+203.8% | $77,361+117.8% | $94,015+79.2% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 12.93% | 15.57%-2.6pp | 1011.54%-998.6pp | 17.84%-4.9pp |
| Employer contribution / active EE | $6,194 | $2,255+174.7% | $2,990+107.1% | $2,790+122.0% |
| Participant deferral / active EE | $5,774 | $3,069+88.1% | $3,911+47.6% | $4,249+35.9% |
| Admin fee / account holder | $33,627 | $4,334+675.9% | $5,894+470.6% | $8,951+275.7% |