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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 | $239,903 | $91,198+163.1% | $178,503+34.4% | $79,856+200.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.70% | 24.20%-7.5pp | 151.12%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $6,427 | $3,257+97.4% | $5,011+28.3% | $2,471+160.1% |
| Participant deferral / active EE | $5,519 | $3,237+70.5% | $5,202+6.1% | $3,741+47.5% |
| Admin fee / account holder | $22,521 | $6,748+233.7% | $13,987+61.0% | $5,306+324.4% |