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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 | $231,876 | $96,524+140.2% | $75,900+205.5% | $152,909+51.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 17.37% | 33.93%-16.6pp | 30.73%-13.4pp | 345.46%-328.1pp |
| Employer contribution / active EE | $5,988 | $3,311+80.9% | $2,501+139.4% | $4,764+25.7% |
| Participant deferral / active EE | $10,300 | $4,554+126.2% | $3,604+185.8% | $5,851+76.0% |
| Admin fee / account holder | $11,238 | $8,082+39.1% | $5,421+107.3% | $11,601-3.1% |