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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 | $219,034 | $84,236+160.0% | $170,435+28.5% | $70,126+212.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.23% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $8,637 | $3,387+155.0% | $5,432+59.0% | $2,343+268.7% |
| Participant deferral / active EE | $5,176 | $3,086+67.7% | $4,939+4.8% | $3,332+55.3% |
| Admin fee / account holder | $78,844 | $5,698+1283.6% | $13,881+468.0% | $4,645+1597.2% |