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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 | $190,231 | $78,672+141.8% | $109,163+74.3% | $85,856+121.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.54% | 25.09%-12.5pp | 25.75%-13.2pp | 318.58%-306.0pp |
| Employer contribution / active EE | $8,503 | $2,734+211.1% | $3,723+128.4% | $2,565+231.5% |
| Participant deferral / active EE | $11,511 | $3,467+232.0% | $4,654+147.3% | $3,952+191.3% |
| Admin fee / account holder | $29,654 | $5,470+442.2% | $6,754+339.1% | $6,261+373.7% |