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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 | $65,423+151.3% | $98,477+66.9% | $85,856+91.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.28% | 21.76%-9.5pp | 1493.59%-1481.3pp | 318.58%-306.3pp |
| Employer contribution / active EE | $4,598 | $2,168+112.1% | $2,961+55.3% | $2,565+79.3% |
| Participant deferral / active EE | $9,723 | $3,167+207.0% | $4,276+127.4% | $3,952+146.0% |
| Admin fee / account holder | $1,364 | $4,594-70.3% | $5,951-77.1% | $6,261-78.2% |