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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 | $194,607 | $67,823+186.9% | $52,425+271.2% | $137,256+41.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 10.94% | 219.11%-208.2pp | 302.12%-291.2pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,757 | $1,163+51.1% | $914+92.2% | $4,156-57.7% |
| Participant deferral / active EE | $15,717 | $2,288+586.9% | $1,790+777.8% | $6,407+145.3% |
| Admin fee / account holder | $16,282 | $2,844+472.5% | $2,495+552.6% | $12,270+32.7% |