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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 | $184,437 | $75,962+142.8% | $154,108+19.7% | $64,173+187.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.42% | 30.32%-21.9pp | 735.21%-726.8pp | 7.63%+0.8pp |
| Employer contribution / active EE | $9,748 | $3,350+191.0% | $5,298+84.0% | $2,381+309.4% |
| Participant deferral / active EE | $2,199 | $3,175-30.7% | $5,081-56.7% | $3,470-36.6% |
| Admin fee / account holder | $35,469 | $5,589+534.6% | $13,411+164.5% | $4,887+625.7% |