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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 | $226,422 | $85,766+164.0% | $136,295+66.1% | $70,131+222.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.45% | 31.45%-16.0pp | 5155.97%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $23,217 | $2,966+682.8% | $4,695+394.5% | $2,342+891.1% |
| Participant deferral / active EE | $3,417 | $5,051-32.4% | $6,247-45.3% | $3,332+2.6% |
| Admin fee / account holder | $16,750 | $5,420+209.0% | $9,243+81.2% | $4,645+260.6% |