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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 | $227,960 | $95,383+139.0% | $185,837+22.7% | $85,856+165.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.88% | 23.59%-8.7pp | 122.08%-107.2pp | 318.58%-303.7pp |
| Employer contribution / active EE | $14,135 | $3,313+326.6% | $5,168+173.5% | $2,565+451.0% |
| Participant deferral / active EE | $9,278 | $3,423+171.0% | $5,568+66.6% | $3,952+134.8% |
| Admin fee / account holder | $59,721 | $7,213+728.0% | $16,241+267.7% | $6,261+853.9% |