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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 | $214,057 | $100,147+113.7% | $81,286+163.3% | $145,877+46.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.57% | 34.44%-18.9pp | 24.80%-9.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $3,371 | $2,977+13.2% | $2,463+36.9% | $4,663-27.7% |
| Participant deferral / active EE | $8,309 | $4,607+80.3% | $3,883+114.0% | $6,691+24.2% |
| Admin fee / account holder | $49,791 | $8,201+507.1% | $5,764+763.8% | $13,402+271.5% |