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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 | $167,974 | $66,402+153.0% | $109,907+52.8% | $85,847+95.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 13.80% | 19.59%-5.8pp | 29.46%-15.7pp | 318.61%-304.8pp |
| Employer contribution / active EE | $6,909 | $1,687+309.5% | $2,844+143.0% | $2,565+169.3% |
| Participant deferral / active EE | $4,903 | $2,842+72.5% | $4,047+21.2% | $3,952+24.1% |
| Admin fee / account holder | $14,054 | $4,557+208.4% | $6,069+131.6% | $6,261+124.5% |