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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 | $51,184+229.2% | $66,439+153.6% | $86,983+93.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 12.93% | 17.07%-4.1pp | 757.66%-744.7pp | 25.83%-12.9pp |
| Employer contribution / active EE | $6,194 | $2,023+206.2% | $2,637+134.9% | $2,584+139.7% |
| Participant deferral / active EE | $5,774 | $2,927+97.2% | $3,876+49.0% | $4,194+37.7% |
| Admin fee / account holder | $33,627 | $4,154+709.5% | $6,173+444.7% | $7,856+328.0% |