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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 | $217,427 | $65,027+234.4% | $90,970+139.0% | $79,852+172.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.51% | 30.45%-19.9pp | 134.58%-124.1pp | 31.72%-21.2pp |
| Employer contribution / active EE | $1,683 | $1,247+34.9% | $2,122-20.7% | $2,471-31.9% |
| Participant deferral / active EE | $5,952 | $2,512+137.0% | $3,373+76.5% | $3,740+59.1% |
| Admin fee / account holder | $19,393 | $4,535+327.6% | $5,960+225.4% | $5,306+265.5% |