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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 | $174,236 | $80,753+115.8% | $136,298+27.8% | $62,293+179.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.56% | 35.83%-19.3pp | 5156.27%-5139.7pp | 28.90%-12.3pp |
| Employer contribution / active EE | $6,153 | $2,884+113.4% | $4,696+31.0% | $2,042+201.3% |
| Participant deferral / active EE | $7,599 | $5,164+47.1% | $6,247+21.6% | $3,169+139.8% |
| Admin fee / account holder | $19,572 | $525+3625.1% | $9,244+111.7% | $479+3983.1% |