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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 | $183,446 | $96,731+89.6% | $123,973+48.0% | $86,983+110.9% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 11.91% | 17.33%-5.4pp | 388.13%-376.2pp | 25.83%-13.9pp |
| Employer contribution / active EE | $12,573 | $3,297+281.4% | $4,126+204.8% | $2,584+386.5% |
| Participant deferral / active EE | $6,585 | $4,152+58.6% | $5,247+25.5% | $4,194+57.0% |
| Admin fee / account holder | $51,031 | $8,722+485.1% | $11,799+332.5% | $7,856+549.6% |