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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 | $174,132 | $65,440+166.1% | $98,506+76.8% | $85,851+102.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.70% | 21.75%-4.1pp | 1494.92%-1477.2pp | 318.63%-300.9pp |
| Employer contribution / active EE | $10,108 | $2,169+366.0% | $2,961+241.3% | $2,565+294.0% |
| Participant deferral / active EE | $10,367 | $3,168+227.2% | $4,277+142.4% | $3,952+162.3% |
| Admin fee / account holder | $12,538 | $4,596+172.8% | $5,955+110.6% | $6,261+100.3% |