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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 | $187,200 | $51,638+262.5% | $68,368+173.8% | $82,448+127.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.94% | 37.53%-22.6pp | 292.57%-277.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $11,362 | $2,047+455.2% | $2,649+328.9% | $2,551+345.4% |
| Participant deferral / active EE | $10,257 | $2,914+252.1% | $4,123+148.8% | $4,139+147.8% |
| Admin fee / account holder | $3,684 | $4,643-20.7% | $5,150-28.5% | $7,234-49.1% |