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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 | $199,443 | $98,776+101.9% | $149,745+33.2% | $79,856+149.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.09% | 27.38%-11.3pp | 276.72%-260.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $6,096 | $3,217+89.5% | $4,646+31.2% | $2,471+146.7% |
| Participant deferral / active EE | $6,631 | $5,681+16.7% | $6,843-3.1% | $3,741+77.3% |
| Admin fee / account holder | $32,958 | $6,053+444.5% | $9,312+253.9% | $5,306+521.1% |