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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 | $213,578 | $96,524+121.3% | $75,900+181.4% | $152,909+39.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 21.90% | 33.93%-12.0pp | 30.73%-8.8pp | 345.46%-323.6pp |
| Employer contribution / active EE | $8,671 | $3,311+161.9% | $2,501+246.7% | $4,764+82.0% |
| Participant deferral / active EE | $5,299 | $4,554+16.3% | $3,604+47.0% | $5,851-9.4% |
| Admin fee / account holder | $44,522 | $8,082+450.9% | $5,421+721.3% | $11,601+283.8% |