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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 | $145,792 | $93,346+56.2% | $71,796+103.1% | $273,972-46.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 12.24% | 130.39%-118.1pp | 78.04%-65.8pp | 41.46%-29.2pp |
| Employer contribution / active EE | $9,170 | $2,733+235.5% | $1,924+376.5% | $4,869+88.3% |
| Participant deferral / active EE | $6,635 | $3,475+90.9% | $2,794+137.4% | $5,287+25.5% |
| Admin fee / account holder | $32,437 | $6,571+393.7% | $4,815+573.7% | $10,133+220.1% |