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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 | $222,397 | $98,240+126.4% | $82,312+170.2% | $147,586+50.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.41% | 30.85%-16.4pp | 25.88%-11.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $5,762 | $3,192+80.5% | $2,428+137.3% | $4,876+18.2% |
| Participant deferral / active EE | $6,611 | $4,383+50.8% | $3,706+78.4% | $5,439+21.5% |
| Admin fee / account holder | $12,323 | $8,563+43.9% | $5,608+119.8% | $10,886+13.2% |