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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 | $219,384 | $99,032+121.5% | $80,022+174.2% | $135,380+62.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 3.96% | 15.39%-11.4pp | 11.22%-7.3pp | 519.81%-515.8pp |
| Employer contribution / active EE | $8,817 | $3,043+189.7% | $2,468+257.2% | $4,779+84.5% |
| Participant deferral / active EE | $7,939 | $4,282+85.4% | $3,686+115.4% | $5,609+41.5% |
| Admin fee / account holder | $73,929 | $10,436+608.4% | $6,521+1033.7% | $10,828+582.7% |