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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 | $211,558 | $113,338+86.7% | $94,993+122.7% | $147,586+43.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.48% | 20.80%-5.3pp | 27.14%-11.7pp | 578.59%-563.1pp |
| Employer contribution / active EE | $5,657 | $3,160+79.0% | $2,603+117.3% | $4,876+16.0% |
| Participant deferral / active EE | $4,770 | $3,777+26.3% | $3,317+43.8% | $5,439-12.3% |
| Admin fee / account holder | $31,223 | $6,063+415.0% | $4,960+529.4% | $10,886+186.8% |