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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 | $224,894 | $89,370+151.6% | $141,197+59.3% | $72,976+208.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.94% | 111.88%-90.9pp | 71.41%-50.5pp | 81.02%-60.1pp |
| Employer contribution / active EE | $2,132 | $3,115-31.6% | $4,736-55.0% | $2,440-12.6% |
| Participant deferral / active EE | $7,036 | $5,419+29.8% | $6,710+4.8% | $3,608+95.0% |
| Admin fee / account holder | $32,832 | $5,957+451.2% | $10,265+219.9% | $5,124+540.7% |