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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 | $165,912 | $103,392+60.5% | $87,104+90.5% | $152,897+8.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.37% | 28.10%-11.7pp | 28.19%-11.8pp | 345.43%-329.1pp |
| Employer contribution / active EE | $16,800 | $3,221+421.6% | $2,521+566.3% | $4,764+252.7% |
| Participant deferral / active EE | $21,000 | $4,778+339.5% | $4,048+418.7% | $5,851+258.9% |
| Admin fee / account holder | $38,435 | $12,194+215.2% | $7,491+413.1% | $11,599+231.4% |