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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 | $148,597 | $47,479+213.0% | $62,929+136.1% | $82,448+80.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.07% | 20.34%-8.3pp | 1063.93%-1051.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $11,293 | $1,885+499.0% | $2,505+350.9% | $2,551+342.7% |
| Participant deferral / active EE | $5,621 | $2,870+95.8% | $3,888+44.6% | $4,139+35.8% |
| Admin fee / account holder | $9,042 | $3,804+137.7% | $5,065+78.5% | $7,234+25.0% |