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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 | $184,324 | $48,011+283.9% | $63,803+188.9% | $82,637+123.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 16.93% | 19.84%-2.9pp | 543.72%-526.8pp | 53.51%-36.6pp |
| Employer contribution / active EE | $6,245 | $1,904+228.1% | $2,532+146.6% | $2,552+144.7% |
| Participant deferral / active EE | $11,705 | $2,846+311.2% | $3,843+204.6% | $4,126+183.7% |
| Admin fee / account holder | $1,879 | $3,873-51.5% | $5,196-63.8% | $7,339-74.4% |