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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 | $174,040 | $98,776+76.2% | $149,745+16.2% | $79,856+117.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.67% | 27.38%-12.7pp | 276.72%-262.1pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,775 | $3,217+17.3% | $4,646-18.7% | $2,471+52.8% |
| Participant deferral / active EE | $10,087 | $5,681+77.5% | $6,843+47.4% | $3,741+169.7% |
| Admin fee / account holder | $52,928 | $6,053+774.4% | $9,312+468.4% | $5,306+897.4% |