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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 | $224,422 | $116,203+93.1% | $93,621+139.7% | $152,909+46.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 22.92% | 35.96%-13.0pp | 32.76%-9.8pp | 345.46%-322.5pp |
| Employer contribution / active EE | $18,374 | $3,219+470.8% | $2,719+575.8% | $4,764+285.7% |
| Participant deferral / active EE | $10,234 | $4,605+122.3% | $4,070+151.5% | $5,851+74.9% |
| Admin fee / account holder | $31,315 | $10,751+191.3% | $7,890+296.9% | $11,601+169.9% |