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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 | $210,634 | $98,776+113.2% | $149,745+40.7% | $79,856+163.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.66% | 27.38%-10.7pp | 276.72%-260.1pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,552 | $3,217-51.8% | $4,646-66.6% | $2,471-37.2% |
| Participant deferral / active EE | $17,735 | $5,681+212.1% | $6,843+159.2% | $3,741+374.1% |
| Admin fee / account holder | $9,751 | $6,053+61.1% | $9,312+4.7% | $5,306+83.8% |