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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 | $127,823 | $84,233+51.8% | $170,436-25.0% | $70,131+82.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.54% | 23.06%-8.5pp | 205.94%-191.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $18,279 | $3,387+439.7% | $5,433+236.5% | $2,342+680.3% |
| Participant deferral / active EE | $9,716 | $3,086+214.9% | $4,939+96.7% | $3,332+191.6% |
| Admin fee / account holder | $24,294 | $5,698+326.4% | $13,880+75.0% | $4,645+423.0% |