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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 | $192,832 | $85,024+126.8% | $70,544+173.3% | $139,466+38.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 17.45% | 30.39%-12.9pp | 32.79%-15.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $13,235 | $3,912+238.3% | $2,976+344.8% | $4,754+178.4% |
| Participant deferral / active EE | $16,768 | $5,891+184.6% | $4,568+267.1% | $6,712+149.8% |
| Admin fee / account holder | $16,460 | $8,928+84.4% | $6,427+156.1% | $11,409+44.3% |