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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 | $183,314 | $69,252+164.7% | $64,099+186.0% | $139,456+31.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.29% | 45.89%-25.6pp | 33.70%-13.4pp | 373.45%-353.2pp |
| Employer contribution / active EE | $13,018 | $3,184+308.9% | $2,748+373.7% | $4,753+173.9% |
| Participant deferral / active EE | $15,574 | $4,683+232.6% | $3,881+301.2% | $6,711+132.1% |
| Admin fee / account holder | $11,537 | $4,248+171.6% | $3,070+275.8% | $11,407+1.1% |