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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 | $164,390 | $65,434+151.2% | $98,483+66.9% | $85,847+91.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.28% | 21.75%-9.5pp | 1494.38%-1482.1pp | 318.61%-306.3pp |
| Employer contribution / active EE | $4,598 | $2,169+112.0% | $2,961+55.3% | $2,565+79.2% |
| Participant deferral / active EE | $9,723 | $3,168+206.9% | $4,276+127.4% | $3,952+146.0% |
| Admin fee / account holder | $1,364 | $4,595-70.3% | $5,953-77.1% | $6,261-78.2% |