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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 | $187,736 | $48,053+290.7% | $84,628+121.8% | $72,975+157.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 22.09% | 37.39%-15.3pp | 258.80%-236.7pp | 81.01%-58.9pp |
| Employer contribution / active EE | $10,025 | $1,602+525.8% | $2,653+277.9% | $2,440+310.8% |
| Participant deferral / active EE | $9,809 | $2,681+265.9% | $3,900+151.5% | $3,608+171.9% |
| Admin fee / account holder | $11,442 | $3,395+237.0% | $4,914+132.9% | $5,124+123.3% |