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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 | $191,857 | $51,631+271.6% | $129,397+48.3% | $80,925+137.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 11.94% | 20.77%-8.8pp | 9453.98%-9442.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $3,552 | $1,583+124.4% | $4,154-14.5% | $2,756+28.9% |
| Participant deferral / active EE | $11,341 | $2,670+324.8% | $4,167+172.1% | $4,299+163.8% |
| Admin fee / account holder | $5,386 | $4,309+25.0% | $7,679-29.9% | $6,940-22.4% |