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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 | $98,760+113.3% | $149,710+40.7% | $79,860+163.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.66% | 27.43%-10.8pp | 276.63%-260.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,552 | $3,217-51.7% | $4,645-66.6% | $2,471-37.2% |
| Participant deferral / active EE | $17,735 | $5,681+212.2% | $6,842+159.2% | $3,740+374.2% |
| Admin fee / account holder | $9,751 | $6,053+61.1% | $9,309+4.8% | $5,306+83.8% |