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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 | $190,620 | $85,171+123.8% | $172,753+10.3% | $72,976+161.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.26% | 27.32%-11.1pp | 803.00%-786.7pp | 81.02%-64.8pp |
| Employer contribution / active EE | $4,548 | $3,324+36.8% | $5,144-11.6% | $2,440+86.4% |
| Participant deferral / active EE | $4,934 | $3,260+51.3% | $5,198-5.1% | $3,608+36.8% |
| Admin fee / account holder | $16,064 | $5,880+173.2% | $13,956+15.1% | $5,124+213.5% |