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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 | $114,663 | $56,134+104.3% | $96,171+19.2% | $85,847+33.6% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 13.08% | 42.30%-29.2pp | 192.04%-179.0pp | 318.61%-305.5pp |
| Employer contribution / active EE | $3,740 | $1,620+130.8% | $2,799+33.6% | $2,565+45.8% |
| Participant deferral / active EE | $10,675 | $2,858+273.6% | $4,350+145.4% | $3,952+170.1% |
| Admin fee / account holder | $17,766 | $3,769+371.4% | $5,538+220.8% | $6,261+183.8% |