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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 | $167,645 | $100,901+66.1% | $75,501+122.0% | $147,586+13.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 17.28% | 35.78%-18.5pp | 27.35%-10.1pp | 578.59%-561.3pp |
| Employer contribution / active EE | $11,837 | $3,253+263.8% | $2,352+403.3% | $4,876+142.7% |
| Participant deferral / active EE | $5,798 | $4,027+44.0% | $3,142+84.5% | $5,439+6.6% |
| Admin fee / account holder | $2,562 | $11,285-77.3% | $5,801-55.8% | $10,886-76.5% |