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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 | $230,659 | $96,524+139.0% | $75,900+203.9% | $152,909+50.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 17.99% | 33.93%-15.9pp | 30.73%-12.7pp | 345.46%-327.5pp |
| Employer contribution / active EE | $7,810 | $3,311+135.9% | $2,501+212.2% | $4,764+63.9% |
| Participant deferral / active EE | $9,361 | $4,554+105.5% | $3,604+159.8% | $5,851+60.0% |
| Admin fee / account holder | $37,072 | $8,082+358.7% | $5,421+583.9% | $11,601+219.6% |