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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 | $215,005 | $47,479+352.8% | $62,929+241.7% | $82,448+160.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.01% | 20.34%-6.3pp | 1063.93%-1049.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $14,566 | $1,885+672.6% | $2,505+481.6% | $2,551+471.0% |
| Participant deferral / active EE | $2,890 | $2,870+0.7% | $3,888-25.7% | $4,139-30.2% |
| Admin fee / account holder | $2,836 | $3,804-25.4% | $5,065-44.0% | $7,234-60.8% |