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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 | $241,787 | $91,198+165.1% | $178,503+35.5% | $79,856+202.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.51% | 24.20%-11.7pp | 151.12%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $8,468 | $3,257+160.0% | $5,011+69.0% | $2,471+242.7% |
| Participant deferral / active EE | $6,278 | $3,237+94.0% | $5,202+20.7% | $3,741+67.8% |
| Admin fee / account holder | $63,891 | $6,748+846.8% | $13,987+356.8% | $5,306+1104.0% |