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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 | $50,554+233.3% | $67,681+148.9% | $87,485+92.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 12.93% | 17.81%-4.9pp | 590.58%-577.7pp | 26.06%-13.1pp |
| Employer contribution / active EE | $6,194 | $1,988+211.5% | $2,678+131.3% | $2,596+138.6% |
| Participant deferral / active EE | $5,774 | $2,961+95.0% | $3,976+45.2% | $4,274+35.1% |
| Admin fee / account holder | $33,627 | $4,132+713.7% | $6,100+451.3% | $7,775+332.5% |