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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 | $171,972 | $47,479+262.2% | $62,929+173.3% | $82,448+108.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.22% | 20.34%-8.1pp | 1063.93%-1051.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $5,716 | $1,885+203.2% | $2,505+128.2% | $2,551+124.1% |
| Participant deferral / active EE | $9,443 | $2,870+229.0% | $3,888+142.8% | $4,139+128.1% |
| Admin fee / account holder | $12,361 | $3,804+225.0% | $5,065+144.1% | $7,234+70.9% |