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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 | $168,447 | $63,861+163.8% | $104,614+61.0% | $79,858+110.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 15.87% | 21.30%-5.4pp | 340.56%-324.7pp | 31.72%-15.8pp |
| Employer contribution / active EE | $11,106 | $1,588+599.2% | $2,681+314.2% | $2,471+349.5% |
| Participant deferral / active EE | $1,050 | $2,693-61.0% | $3,739-71.9% | $3,740-71.9% |
| Admin fee / account holder | $9,829 | $4,185+134.9% | $6,464+52.1% | $5,306+85.2% |