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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 | $212,395 | $125,797+68.8% | $170,057+24.9% | $75,177+182.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.68% | 27.20%-10.5pp | 53.42%-36.7pp | 160.75%-144.1pp |
| Employer contribution / active EE | $8,449 | $4,616+83.0% | $6,790+24.4% | $2,671+216.3% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $30,676 | $8,177+275.2% | $12,826+139.2% | $5,651+442.8% |