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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 | $23,187 | $172,111-86.5% | $150,298-84.6% | $137,256-83.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.59% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $13,548 | $4,636+192.2% | $4,154+226.1% | $4,156+226.0% |
| Participant deferral / active EE | $6,585 | $6,166+6.8% | $5,453+20.8% | $6,407+2.8% |
| Admin fee / account holder | $183,949 | $16,471+1016.8% | $14,116+1203.1% | $12,270+1399.2% |