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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 | $215,666 | $49,976+331.5% | $66,674+223.5% | $82,637+161.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 14.56% | 39.09%-24.5pp | 321.24%-306.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $5,689 | $1,988+186.1% | $2,620+117.1% | $2,552+122.9% |
| Participant deferral / active EE | $9,846 | $2,847+245.9% | $4,084+141.1% | $4,126+138.6% |
| Admin fee / account holder | $45,428 | $4,594+889.0% | $5,098+791.1% | $7,339+519.0% |