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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 | $220,251 | $91,198+141.5% | $178,503+23.4% | $79,856+175.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.74% | 24.20%-7.5pp | 151.12%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $27,949 | $3,257+758.2% | $5,011+457.7% | $2,471+1031.0% |
| Participant deferral / active EE | $9,579 | $3,237+196.0% | $5,202+84.1% | $3,741+156.1% |
| Admin fee / account holder | $2,651 | $6,748-60.7% | $13,987-81.0% | $5,306-50.0% |