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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 | $196,516 | $98,240+100.0% | $82,312+138.7% | $147,586+33.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.31% | 30.85%-18.5pp | 25.88%-13.6pp | 578.59%-566.3pp |
| Employer contribution / active EE | $9,146 | $3,192+186.5% | $2,428+276.6% | $4,876+87.5% |
| Participant deferral / active EE | $5,830 | $4,383+33.0% | $3,706+57.3% | $5,439+7.2% |
| Admin fee / account holder | $57,905 | $8,563+576.2% | $5,608+932.6% | $10,886+431.9% |